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Sittner & Nelson’s Blackstone BX Stock Holding History

Sittner & Nelson’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
Q2 		– Sell
-2,454
Closed -$216K – 491
2023
Q1 		$216K Buy
2,454
+4
+0.2% +$353 0.12% 110
2022
Q4 		$182K Buy
2,450
+950
+63% +$82K 0.11% 118
2022
Q3 		$126K Buy
+1,500
New +$145K 0.08% 133

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sittner & Nelson's BX Position: Q2 2023 in Review

Sittner & Nelson sold out of Blackstone (BX) in Q2 2023, closing a stake of 2,454 shares — an estimated $216K sold.

Sittner & Nelson first reported a position in BX in Q3 2022 and held it in 3 quarters. The position peaked at $216K in Q1 2023. 1,584 funds tracked by Wall St. Rank hold BX as of Q2 2023.

  • Sittner & Nelson reported no remaining Blackstone position as of Q2 2023 after selling out during the quarter.
  • Sittner & Nelson sold 2,454 Blackstone shares in Q2 2023, an estimated $216K.
  • Sittner & Nelson first reported a position in Blackstone in Q3 2022 and held it in 3 quarters.
  • Sittner & Nelson's Blackstone position peaked at $216K in Q1 2023.
  • 1,584 funds tracked by Wall St. Rank held Blackstone as of Q2 2023.

Based on Sittner & Nelson's 13F filing for Q2 2023, filed 14 Aug 2023.