Westwood Management Corporation’s Blackstone BX Stock Holding History

Westwood Management Corporation’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
2022 Q4	–	Sell	-196,910	Closed	-$16.5M	–	70
2022 Q3	$16.5M	Sell	196,910 -5,100	-3%	-$494K	2.16%	14
2022 Q2	$18.4M	Sell	202,010 -7,300	-3%	-$788K	2.32%	14
2022 Q1	$26.6M	Sell	209,310 -13,090	-6%	-$1.6M	2.52%	13
2021 Q4	$28.8M	Buy	222,400 +2,300	+1%	+$307K	2.2%	15
2021 Q3	$25.6M	Buy	220,100 +216,900	+6,778%	+$25.2M	2.1%	15
2021 Q2	$311K	Hold	3,200	–	–	0.03%	70
2021 Q1	$238K	Hold	3,200	–	–	0.02%	72
2020 Q4	$207K	Buy	+3,200	New	+$186K	0.02%	74

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Westwood Management Corporation's BX Position: Q4 2022 in Review

Westwood Management Corporation sold out of Blackstone (BX) in Q4 2022, closing a stake of 196,910 shares — an estimated $16.5M sold.

Westwood Management Corporation first reported a position in BX in Q4 2020 and held it in 8 quarters. The position peaked at $28.8M in Q4 2021. 1,557 funds tracked by Wall St. Rank hold BX as of Q4 2022.

Westwood Management Corporation reported no remaining Blackstone position as of Q4 2022 after selling out during the quarter.
Westwood Management Corporation sold 196,910 Blackstone shares in Q4 2022, an estimated $16.5M.
Westwood Management Corporation first reported a position in Blackstone in Q4 2020 and held it in 8 quarters.
Westwood Management Corporation's Blackstone position peaked at $28.8M in Q4 2021.
1,557 funds tracked by Wall St. Rank held Blackstone as of Q4 2022.

Based on Westwood Management Corporation's 13F filing for Q4 2022, filed 26 Jan 2023.