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Surevest’s Blackstone Secured Lending BXSL Stock Holding History

Surevest’s Portfolio BXSL Stock Details BXSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3.1M Buy
136,397
+75,137
+123% +$1.79M 0.84% 50
2022
Q2 		$1.45M Buy
+61,260
New +$1.59M 0.38% 82

Other funds holding BXSL

UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Surevest's BXSL Position: Q3 2022 in Review

Surevest increased its Blackstone Secured Lending (BXSL) stake by 123% in Q3 2022, buying an estimated $1.79M and bringing the position to 136,397 shares worth $3.1M. The position accounts for 0.84% of the portfolio, ranked #50.

Surevest first reported a position in BXSL in Q2 2022 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold BXSL as of Q3 2022.

  • Surevest held 136,397 shares of Blackstone Secured Lending worth $3.1M as of Q3 2022.
  • Surevest bought 75,137 Blackstone Secured Lending shares in Q3 2022, an estimated $1.79M.
  • Blackstone Secured Lending made up 0.84% of Surevest's portfolio in Q3 2022, its #50 holding.
  • Surevest first reported a position in Blackstone Secured Lending in Q2 2022 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.