Whitener Capital Management’s Blackstone BX Stock Holding History

Whitener 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 Q1	–	Sell	-3,777	Closed	-$211K	–	119
2019 Q4	$211K	Hold	3,777	–	–	0.11%	129
2019 Q3	$184K	Buy	+3,777	New	+$184K	0.1%	132
2019 Q2	–	Sell	-3,777	Closed	-$132K	–	475
2019 Q1	$132K	Buy	3,777 +306	+9%	+$10.2K	0.09%	141
2018 Q4	$103K	Buy	+3,471	New	+$115K	0.08%	149

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

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

Whitener Capital Management's BX Position: Q1 2020 in Review

Whitener Capital Management sold out of Blackstone (BX) in Q1 2020, closing a stake of 3,777 shares — an estimated $211K sold.

Whitener Capital Management first reported a position in BX in Q4 2018 and held it in 4 quarters. The position peaked at $211K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold BX as of Q1 2020.

Whitener Capital Management reported no remaining Blackstone position as of Q1 2020 after selling out during the quarter.
Whitener Capital Management sold 3,777 Blackstone shares in Q1 2020, an estimated $211K.
Whitener Capital Management first reported a position in Blackstone in Q4 2018 and held it in 4 quarters.
Whitener Capital Management's Blackstone position peaked at $211K in Q4 2019.
1,005 funds tracked by Wall St. Rank held Blackstone as of Q1 2020.

Based on Whitener Capital Management's 13F filing for Q1 2020, filed 24 Apr 2020.