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Steward Financial Group’s Blackstone BX Stock Holding History

Steward Financial Group’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
Q3 		$4K Buy
+42
New +$4.37K ﹤0.01% 691
2023
Q2 		– Sell
-61
Closed -$5K – 542
2023
Q1 		$5K Buy
61
+40
+190% +$3.53K ﹤0.01% 306
2022
Q4 		$1K Buy
+21
New +$1.81K ﹤0.01% 399
2022
Q3 		– Sell
-42
Closed -$3K – 255
2022
Q2 		$3K Buy
+42
New +$4.54K ﹤0.01% 424

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Financial Group's BX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Blackstone (BX) in Q3 2023: 42 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BX as recently as Q1 2023.

Steward Financial Group first reported a position in BX in Q2 2022 and has held it in 4 quarters since. The position peaked at $5K in Q1 2023. 1,668 funds tracked by Wall St. Rank hold BX as of Q3 2023.

  • Steward Financial Group held 42 shares of Blackstone worth $4K as of Q3 2023.
  • Blackstone was a new Steward Financial Group position in Q3 2023.
  • Blackstone made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #691 holding.
  • Steward Financial Group first reported a position in Blackstone in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Blackstone position peaked at $5K in Q1 2023.
  • 1,668 funds tracked by Wall St. Rank held Blackstone as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.