Simplicity Solutions’s Blackstone BX Stock Holding History

Simplicity Solutions’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
2023 Q4	$4.88M	Buy	37,304 +9,412	+34%	+$1.02M	0.13%	134
2023 Q3	$2.99M	Sell	27,892 -11,276	-29%	-$1.17M	0.1%	192
2023 Q2	$3.64M	Sell	39,168 -6,368	-14%	-$550K	0.1%	196
2023 Q1	$4M	Buy	45,536 +41,493	+1,026%	+$3.67M	0.1%	182
2022 Q4	$300K	Sell	4,043 -5,473	-58%	-$473K	0.04%	485
2022 Q3	$796K	Buy	9,516 +3,811	+67%	+$369K	0.12%	221
2022 Q2	$520K	Sell	5,705 -3,652	-39%	-$394K	0.07%	295
2022 Q1	$1.19M	Buy	9,357 +1,199	+15%	+$146K	0.15%	147
2021 Q4	$1.06M	Buy	+8,158	New	+$1.09M	0.12%	211
2021 Q1	–	Sell	-9,046	Closed	-$587K	–	542
2020 Q4	$587K	Buy	9,046 +2,613	+41%	+$152K	0.01%	662
2020 Q3	$336K	Buy	6,433 +362	+6%	+$19.4K	0.01%	700
2020 Q2	$344K	Buy	+6,071	New	+$320K	0.01%	698
2019 Q1	–	Sell	-7,162	Closed	-$213K	–	757
2018 Q4	$213K	Buy	+7,162	New	+$237K	0.03%	552

Other funds holding BX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Simplicity Solutions's BX Position: Q4 2023 in Review

Simplicity Solutions increased its Blackstone (BX) stake by 34% in Q4 2023, buying an estimated $1.02M and bringing the position to 37,304 shares worth $4.88M. The position accounts for 0.13% of the portfolio, ranked #134.

Simplicity Solutions first reported a position in BX in Q4 2018 and has held it in 13 quarters since. 1,809 funds tracked by Wall St. Rank hold BX as of Q4 2023.

Simplicity Solutions held 37,304 shares of Blackstone worth $4.88M as of Q4 2023.
Simplicity Solutions bought 9,412 Blackstone shares in Q4 2023, an estimated $1.02M.
Blackstone made up 0.13% of Simplicity Solutions's portfolio in Q4 2023, its #134 holding.
Simplicity Solutions first reported a position in Blackstone in Q4 2018 and has held it in 13 quarters since.
1,809 funds tracked by Wall St. Rank held Blackstone as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.