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Stonehage Fleming Financial Services’s Blackstone BX Stock Holding History

Stonehage Fleming Financial Services’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
2025
Q1 		– Sell
-2,407
Closed -$415K – 207
2024
Q4 		$415K Sell
2,407
-1
-0% -$174 0.01% 111
2024
Q3 		$369K Sell
2,408
-1,179
-33% -$164K 0.01% 113
2024
Q2 		$444K Sell
3,587
-740
-17% -$91.1K 0.01% 102
2024
Q1 		$371K Buy
4,327
+731
+20% +$91.3K 0.02% 82
2023
Q4 		$471K Sell
3,596
-257
-7% -$27.8K 0.01% 104
2023
Q3 		$417K Sell
3,853
-315
-8% -$32.8K 0.04% 121
2023
Q2 		$387K Sell
4,168
-159
-4% -$13.7K 0.01% 116
2023
Q1 		$371K Sell
4,327
-345
-7% -$30.5K 0.02% 82
2022
Q4 		$349K Sell
4,672
-10,950
-70% -$946K 0.03% 88
2022
Q3 		$1.31M Hold
15,622
– – 0.1% 30
2022
Q2 		$1.42M Buy
15,622
+1,737
+13% +$188K 0.06% 51
2022
Q1 		$1.76M Buy
13,885
+6,830
+97% +$833K 0.05% 50
2021
Q4 		$906K Sell
7,055
-1,201
-15% -$160K 0.02% 90
2021
Q3 		$982K Sell
8,256
-14,150
-63% -$1.64M 0.03% 78
2021
Q2 		$2.19M Sell
22,406
-579
-3% -$51.4K 0.06% 53
2021
Q1 		$1.71M Hold
22,985
– – 0.06% 60
2020
Q4 		$1.49M Buy
22,985
+1,270
+6% +$74K 0.05% 67
2020
Q3 		$1.14M Buy
21,715
+14,150
+187% +$757K 0.04% 61
2020
Q2 		$422K Buy
7,565
+763
+11% +$40.2K 0.03% 87
2020
Q1 		$322K Buy
+6,802
New +$376K 0.02% 103
2019
Q1 		– Sell
-11,465
Closed -$342K – 188
2018
Q4 		$342K Buy
+11,465
New +$379K 0.02% 129
2015
Q4 		– Sell
-6,318
Closed -$196K – 123
2015
Q3 		$196K Hold
6,318
– – 0.02% 85
2015
Q2 		$253K Hold
6,318
– – 0.03% 81
2015
Q1 		$241K Hold
6,318
– – 0.03% 90
2014
Q4 		$210K Buy
+6,318
New +$198K 0.03% 97

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Stonehage Fleming Financial Services's BX Position: Q1 2025 in Review

Stonehage Fleming Financial Services sold out of Blackstone (BX) in Q1 2025, closing a stake of 2,407 shares — an estimated $415K sold.

Stonehage Fleming Financial Services first reported a position in BX in Q4 2014 and held it in 25 quarters. The position peaked at $2.19M in Q2 2021. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Stonehage Fleming Financial Services reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 2,407 Blackstone shares in Q1 2025, an estimated $415K.
  • Stonehage Fleming Financial Services first reported a position in Blackstone in Q4 2014 and held it in 25 quarters.
  • Stonehage Fleming Financial Services's Blackstone position peaked at $2.19M in Q2 2021.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2025, filed 14 May 2025.