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Shulman DeMeo Asset Management’s Blackstone BX Stock Holding History

Shulman DeMeo Asset Management’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
2026
Q2 		$655K Buy
5,570
+11
+0.2% +$1.32K 0.12% 61
2026
Q1 		$639K Buy
+5,559
New +$723K 0.14% 56
2021
Q2 		– Sell
-6,232
Closed -$464K – 74
2021
Q1 		$464K Buy
6,232
+1,043
+20% +$72K 0.13% 79
2020
Q4 		$336K Buy
+5,189
New +$302K 0.1% 98
2020
Q3 		– Sell
-4,912
Closed -$278K – 120
2020
Q2 		$278K Buy
4,912
+495
+11% +$26.1K 0.11% 89
2020
Q1 		$201K Sell
4,417
-1,875
-30% -$104K 0.09% 92
2019
Q4 		$352K Buy
6,292
+275
+5% +$14.3K 0.12% 88
2019
Q3 		$294K Sell
6,017
-2,648
-31% -$129K 0.1% 99
2019
Q2 		$385K Sell
8,665
-1,085
-11% -$43.3K 0.14% 77
2019
Q1 		$341K Buy
9,750
+95
+1% +$3.17K 0.13% 78
2018
Q4 		$288K Buy
+9,655
New +$319K 0.16% 49

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return