Tortoise Investment Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Tortoise Investment Management’s Portfolio BXMT Stock Details BXMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-400	Closed	-$7.14K	–	779
2023 Q1	$7.14K	Hold	400	–	–	﹤0.01%	584
2022 Q4	$8.47K	Hold	400	–	–	﹤0.01%	558
2022 Q3	$9K	Hold	400	–	–	﹤0.01%	531
2022 Q2	$11K	Hold	400	–	–	﹤0.01%	501
2022 Q1	$13K	Buy	+400	New	+$12.6K	﹤0.01%	472

Other funds holding BXMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Tortoise Investment Management's BXMT Position: Q2 2023 in Review

Tortoise Investment Management sold out of Blackstone Mortgage Trust (BXMT) in Q2 2023, closing a stake of 400 shares — an estimated $7.14K sold.

Tortoise Investment Management first reported a position in BXMT in Q1 2022 and held it in 5 quarters. The position peaked at $13K in Q1 2022. 311 funds tracked by Wall St. Rank hold BXMT as of Q2 2023.

Tortoise Investment Management reported no remaining Blackstone Mortgage Trust position as of Q2 2023 after selling out during the quarter.
Tortoise Investment Management sold 400 Blackstone Mortgage Trust shares in Q2 2023, an estimated $7.14K.
Tortoise Investment Management first reported a position in Blackstone Mortgage Trust in Q1 2022 and held it in 5 quarters.
Tortoise Investment Management's Blackstone Mortgage Trust position peaked at $13K in Q1 2022.
311 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2023.

Based on Tortoise Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.