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SpiderRock Advisors’s Blackstone BX Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$995K Sell
6,500
-1,300
-17% -$180K 0.02% 471
2024
Q2 		$966K Sell
7,800
-7,200
-48% -$886K 0.02% 419
2024
Q1 		$1.85M Buy
+15,000
New +$1.87M 0.05% 275
2023
Q4 		– Hold
0
– – – 55
2023
Q3 		– Hold
0
– – – 97
2017
Q4 		– Hold
0
– -$32K – 73
2017
Q3 		– Hold
0
– – – 269
2017
Q2 		– Hold
0
– – – 94
2017
Q1 		– Hold
0
– – – 63

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SpiderRock Advisors's BX Position: Q3 2024 in Review

SpiderRock Advisors increased its Blackstone (BX) stake by 11% in Q3 2024, buying an estimated $2.43M and bringing the position to 179,338 shares worth $27.5M. The position accounts for 0.44% of the portfolio, ranked #38.

SpiderRock Advisors first reported a position in BX in Q1 2024 and has held it in 3 quarters since. 1,940 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • SpiderRock Advisors held 179,338 shares of Blackstone worth $27.5M as of Q3 2024.
  • SpiderRock Advisors bought 17,484 Blackstone shares in Q3 2024, an estimated $2.43M.
  • Blackstone made up 0.44% of SpiderRock Advisors's portfolio in Q3 2024, its #38 holding.
  • SpiderRock Advisors first reported a position in Blackstone in Q1 2024 and has held it in 3 quarters since.
  • 1,940 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.