Select Equity Group’s Blackstone BX Stock Holding History

Select Equity Group’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-604,300	Closed	-$26.8M	–	106
2019 Q2	$26.8M	Sell	604,300 -2,505,700	-81%	-$99.9M	0.18%	73
2019 Q1	$109M	Hold	3,110,000	–	–	0.74%	41
2018 Q4	$92.7M	Sell	3,110,000 -3,327,800	-52%	-$110M	0.7%	46
2018 Q3	$245M	Buy	6,437,800 +1,293,300	+25%	+$46.7M	1.81%	21
2018 Q2	$165M	Sell	5,144,500 -3,125,600	-38%	-$99.5M	1.33%	28
2018 Q1	$264M	Buy	8,270,100 +4,133,600	+100%	+$141M	2.17%	19
2017 Q4	$132M	Sell	4,136,500 -1,841,000	-31%	-$59.9M	1.05%	34
2017 Q3	$199M	Buy	5,977,500 +1,127,300	+23%	+$37.1M	1.51%	29
2017 Q2	$162M	Buy	+4,850,200	New	+$152M	1.15%	30
2017 Q1	–	Sell	-2,880,000	Closed	-$77.8M	–	93
2016 Q4	$77.8M	Buy	+2,880,000	New	+$74.7M	0.64%	49
2014 Q1	–	Sell	-2,743,658	Closed	-$84.8M	–	111
2013 Q4	$84.8M	Sell	2,743,658 -1,054,665	-28%	-$28.8M	0.88%	36
2013 Q3	$92.8M	Sell	3,798,323 -1,116,824	-23%	-$24.9M	1.26%	33
2013 Q2	$102M	Buy	+4,915,147	New	+$102M	1.43%	29

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Select Equity Group's BX Position: Q2 2023 in Review

Select Equity Group sold out of Blackstone (BX) in Q2 2023, closing a stake of 145,820 shares — an estimated $12.8M sold.

Select Equity Group first reported a position in BX in Q2 2013 and held it in 40 quarters. The position peaked at $202M in Q1 2016. 1,585 funds tracked by Wall St. Rank hold BX as of Q2 2023.

Select Equity Group reported no remaining Blackstone position as of Q2 2023 after selling out during the quarter.
Select Equity Group sold 145,820 Blackstone shares in Q2 2023, an estimated $12.8M.
Select Equity Group first reported a position in Blackstone in Q2 2013 and held it in 40 quarters.
Select Equity Group's Blackstone position peaked at $202M in Q1 2016.
1,585 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Select Equity Group's 13F filing for Q2 2023, filed 14 Aug 2023.