WEC
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Winslow Evans & Crocker’s Blackstone BX Stock Holding History

Winslow Evans & Crocker’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
Q4 		$553K Buy
8,525
+3,015
+55% +$176K 0.1% 188
2020
Q3 		$288K Sell
5,510
-2,275
-29% -$122K 0.07% 232
2020
Q2 		$441K Sell
7,785
-1
-0% -$53 0.12% 170
2020
Q1 		$356K Sell
7,786
-1,066
-12% -$59K 0.12% 179
2019
Q4 		$498K Sell
8,852
-300
-3% -$15.6K 0.13% 170
2019
Q3 		$448K Sell
9,152
-2,150
-19% -$105K 0.13% 183
2019
Q2 		$504K Buy
11,302
+350
+3% +$14K 0.14% 164
2019
Q1 		$386K Sell
10,952
-424
-4% -$14.1K 0.11% 191
2018
Q4 		$342K Sell
11,376
-650
-5% -$21.5K 0.11% 188
2018
Q3 		$460K Buy
12,026
+3,126
+35% +$113K 0.14% 156
2018
Q2 		$288K Buy
8,900
+7,050
+381% +$224K 0.09% 209
2018
Q1 		$59.1K Buy
1,850
+174
+10% +$5.93K 0.02% 453
2017
Q4 		$53.6K Sell
1,676
-1,000
-37% -$32.6K 0.02% 478
2017
Q3 		$89.3K Sell
2,676
-824
-24% -$27.1K 0.03% 379
2017
Q2 		$117K Buy
3,500
+50
+1% +$1.57K 0.03% 406
2017
Q1 		$102K Sell
3,450
-226
-6% -$6.8K 0.03% 413
2016
Q4 		$99.3K Buy
3,676
+276
+8% +$7.16K 0.03% 407
2016
Q3 		$86.8K Sell
3,400
-400
-11% -$10.6K 0.02% 435
2016
Q2 		$93.3K Hold
3,800
– – 0.03% 396
2016
Q1 		$107K Sell
3,800
-76
-2% -$2.01K 0.03% 354
2015
Q4 		$113K Buy
3,876
+595
+18% +$19K 0.03% 373
2015
Q3 		$102K Sell
3,281
-20,125
-86% -$728K 0.03% 386
2015
Q2 		$939K Buy
23,406
+10,744
+85% +$441K 0.27% 83
2015
Q1 		$483K Buy
12,662
+560
+5% +$20.2K 0.14% 168
2014
Q4 		$402K Buy
12,102
+9,758
+416% +$305K 0.11% 184
2014
Q3 		$72.4K Sell
2,344
-280
-11% -$9.11K 0.02% 486
2014
Q2 		$86.1K Buy
2,624
+1,019
+63% +$31.4K 0.03% 402
2014
Q1 		$52.4K Sell
1,605
-4,411
-73% -$141K 0.02% 485
2013
Q4 		$186K Buy
+6,016
New +$164K 0.06% 286

Other funds holding BX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Winslow Evans & Crocker's BX Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Blackstone (BX) stake by 55% in Q4 2020, buying an estimated $176K and bringing the position to 8,525 shares worth $553K. The position accounts for 0.1% of the portfolio, ranked #188.

Winslow Evans & Crocker first reported a position in BX in Q4 2013 and has held it in 29 quarters since. The position peaked at $939K in Q2 2015. 1,151 funds tracked by Wall St. Rank hold BX as of Q4 2020.

  • Winslow Evans & Crocker held 8,525 shares of Blackstone worth $553K as of Q4 2020.
  • Winslow Evans & Crocker bought 3,015 Blackstone shares in Q4 2020, an estimated $176K.
  • Blackstone made up 0.1% of Winslow Evans & Crocker's portfolio in Q4 2020, its #188 holding.
  • Winslow Evans & Crocker first reported a position in Blackstone in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Blackstone position peaked at $939K in Q2 2015.
  • 1,151 funds tracked by Wall St. Rank held Blackstone as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.