Westfield Capital Management’s Blackstone BX Stock Holding History

Westfield Capital 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
2020 Q3	–	Sell	-966,378	Closed	-$54.8M	–	238
2020 Q2	$54.8M	Sell	966,378 -678,508	-41%	-$35.7M	0.38%	91
2020 Q1	$75M	Sell	1,644,886 -359,634	-18%	-$19.9M	0.66%	48
2019 Q4	$112M	Buy	2,004,520 +241,409	+14%	+$12.5M	0.8%	36
2019 Q3	$86.1M	Buy	+1,763,111	New	+$86M	0.69%	47
2014 Q4	–	Sell	-59,520	Closed	-$1.84M	–	318
2014 Q3	$1.84M	Hold	59,520	–	–	0.01%	261
2014 Q2	$1.95M	Hold	59,520	–	–	0.01%	255
2014 Q1	$1.94M	Buy	+59,520	New	+$1.9M	0.01%	257

Other funds holding BX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management's BX Position: Q3 2020 in Review

Westfield Capital Management sold out of Blackstone (BX) in Q3 2020, closing a stake of 966,378 shares — an estimated $54.8M sold.

Westfield Capital Management first reported a position in BX in Q1 2014 and held it in 7 quarters. The position peaked at $112M in Q4 2019. 1,025 funds tracked by Wall St. Rank hold BX as of Q3 2020.

Westfield Capital Management reported no remaining Blackstone position as of Q3 2020 after selling out during the quarter.
Westfield Capital Management sold 966,378 Blackstone shares in Q3 2020, an estimated $54.8M.
Westfield Capital Management first reported a position in Blackstone in Q1 2014 and held it in 7 quarters.
Westfield Capital Management's Blackstone position peaked at $112M in Q4 2019.
1,025 funds tracked by Wall St. Rank held Blackstone as of Q3 2020.

Based on Westfield Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.