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Wafra Inc’s Blackstone BX Stock Holding History

Wafra Inc’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
2021
Q4 		– Sell
-92,996
Closed -$10.8M – 72
2021
Q3 		$10.8M Sell
92,996
-576,100
-86% -$66.9M 0.4% 59
2021
Q2 		$65M Hold
669,096
– – 2.44% 10
2021
Q1 		$49.9M Buy
+669,096
New +$46.2M 2.08% 19
2014
Q4 		– Sell
-339,867
Closed -$10.5M – 67
2014
Q3 		$10.5M Buy
339,867
+89,244
+36% +$2.9M 1.22% 42
2014
Q2 		$8.22M Buy
250,623
+15,438
+7% +$476K 1.03% 47
2014
Q1 		$7.67M Buy
+235,185
New +$7.5M 0.93% 56

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wafra Inc's BX Position: Q4 2021 in Review

Wafra Inc sold out of Blackstone (BX) in Q4 2021, closing a stake of 92,996 shares — an estimated $10.8M sold.

Wafra Inc first reported a position in BX in Q1 2014 and held it in 6 quarters. The position peaked at $65M in Q2 2021. 1,654 funds tracked by Wall St. Rank hold BX as of Q4 2021.

  • Wafra Inc reported no remaining Blackstone position as of Q4 2021 after selling out during the quarter.
  • Wafra Inc sold 92,996 Blackstone shares in Q4 2021, an estimated $10.8M.
  • Wafra Inc first reported a position in Blackstone in Q1 2014 and held it in 6 quarters.
  • Wafra Inc's Blackstone position peaked at $65M in Q2 2021.
  • 1,654 funds tracked by Wall St. Rank held Blackstone as of Q4 2021.

Based on Wafra Inc's 13F filing for Q4 2021, filed 11 Feb 2022.