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Stellar Capital Management’s Blackstone BX Stock Holding History

Stellar Capital 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
2020
Q2 		$3.68M Buy
64,970
+16,561
+34% +$872K 2.5% 15
2020
Q1 		$2.21M Buy
48,409
+1,591
+3% +$88K 1.81% 23
2019
Q4 		$2.62M Buy
46,818
+3,568
+8% +$185K 1.53% 27
2019
Q3 		$2.11M Buy
+43,250
New +$2.11M 1.36% 34

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stellar Capital Management's BX Position: Q2 2020 in Review

Stellar Capital Management increased its Blackstone (BX) stake by 34% in Q2 2020, buying an estimated $872K and bringing the position to 64,970 shares worth $3.68M. The position accounts for 2.5% of the portfolio, ranked #15.

Stellar Capital Management first reported a position in BX in Q3 2019 and has held it in 4 quarters since. 1,022 funds tracked by Wall St. Rank hold BX as of Q2 2020.

  • Stellar Capital Management held 64,970 shares of Blackstone worth $3.68M as of Q2 2020.
  • Stellar Capital Management bought 16,561 Blackstone shares in Q2 2020, an estimated $872K.
  • Blackstone made up 2.5% of Stellar Capital Management's portfolio in Q2 2020, its #15 holding.
  • Stellar Capital Management first reported a position in Blackstone in Q3 2019 and has held it in 4 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Blackstone as of Q2 2020.

Based on Stellar Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.