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Trillium Asset Management’s Blackstone BX Stock Holding History

Trillium Asset 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
2026
Q1 		$266K Hold
2,316
– – 0.01% 213
2025
Q4 		$357K Sell
2,316
-200
-8% -$30.4K 0.01% 204
2025
Q3 		$430K Hold
2,516
– – 0.01% 195
2025
Q2 		$376K Hold
2,516
– – 0.01% 201
2025
Q1 		$352K Hold
2,516
– – 0.01% 201
2024
Q4 		$434K Hold
2,516
– – 0.01% 194
2024
Q3 		$385K Hold
2,516
– – 0.01% 205
2024
Q2 		$311K Sell
2,516
-485
-16% -$59.7K 0.01% 216
2024
Q1 		$394K Sell
3,001
-1,008
-25% -$126K 0.01% 207
2023
Q4 		$525K Buy
4,009
+2,078
+108% +$225K 0.01% 190
2023
Q3 		$207K Buy
+1,931
New +$201K 0.01% 226

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