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Unigestion Holding’s Blackstone BX Stock Holding History

Unigestion Holding’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
2023
Q1 		– Sell
-11,031
Closed -$825K – 227
2022
Q4 		$825K Sell
11,031
-3,978
-27% -$344K 0.04% 163
2022
Q3 		$1.27M Sell
15,009
-3,997
-21% -$387K 0.07% 127
2022
Q2 		$1.73M Buy
19,006
+2,704
+17% +$292K 0.1% 106
2022
Q1 		$2.07M Buy
16,302
+4,775
+41% +$582K 0.09% 96
2021
Q4 		$1.49M Buy
+11,527
New +$1.54M 0.06% 109

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Unigestion Holding's BX Position: Q1 2023 in Review

Unigestion Holding sold out of Blackstone (BX) in Q1 2023, closing a stake of 11,031 shares — an estimated $825K sold.

Unigestion Holding first reported a position in BX in Q4 2021 and held it in 5 quarters. The position peaked at $2.07M in Q1 2022. 1,562 funds tracked by Wall St. Rank hold BX as of Q1 2023.

  • Unigestion Holding reported no remaining Blackstone position as of Q1 2023 after selling out during the quarter.
  • Unigestion Holding sold 11,031 Blackstone shares in Q1 2023, an estimated $825K.
  • Unigestion Holding first reported a position in Blackstone in Q4 2021 and held it in 5 quarters.
  • Unigestion Holding's Blackstone position peaked at $2.07M in Q1 2022.
  • 1,562 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

Based on Unigestion Holding's 13F filing for Q1 2023, filed 9 May 2023.