True North Advisors’s Blackstone BX Stock Holding History

True North Advisors’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 Q2	–	Sell	-15,638	Closed	-$2.19M	–	232
2025 Q1	$2.19M	Buy	+15,638	New	+$2.54M	0.39%	62
2024 Q4	–	Sell	-17,055	Closed	-$2.61M	–	194
2024 Q3	$2.61M	Sell	17,055 -1,802	-10%	-$250K	0.68%	25
2024 Q2	$2.33M	Sell	18,857 -874	-4%	-$108K	0.62%	28
2024 Q1	$2.59M	Sell	19,731 -1,250	-6%	-$156K	0.72%	26
2023 Q4	$2.75M	Sell	20,981 -904	-4%	-$97.8K	0.71%	21
2023 Q3	$2.34M	Buy	21,885 +631	+3%	+$65.7K	0.72%	22
2023 Q2	$1.98M	Buy	21,254 +188	+0.9%	+$16.2K	0.56%	40
2023 Q1	$1.85M	Buy	21,066 +173	+0.8%	+$15.3K	0.54%	42
2022 Q4	$1.55M	Buy	+20,893	New	+$1.8M	0.53%	49

Other funds holding BX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return