Yorktown Management & Research Company’s Blackstone BX Stock Holding History

Yorktown Management & Research Company’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 Q3	–	Sell	-2,315	Closed	-$211K	–	198
2022 Q2	$211K	Hold	2,315	–	–	0.27%	167
2022 Q1	$294K	Sell	2,315 -150	-6%	-$18.3K	0.25%	162
2021 Q4	$319K	Sell	2,465 -775	-24%	-$103K	0.22%	172
2021 Q3	$377K	Hold	3,240	–	–	0.28%	149
2021 Q2	$315K	Hold	3,240	–	–	0.25%	164
2021 Q1	$241K	Buy	+3,240	New	+$224K	0.2%	200
2014 Q2	–	Sell	-49,523	Closed	-$1.62M	–	483
2014 Q1	$1.62M	Hold	49,523	–	–	0.31%	65
2013 Q4	$1.53M	Hold	49,523	–	–	0.31%	64
2013 Q3	$1.21M	Buy	+49,523	New	+$1.1M	0.26%	77

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Yorktown Management & Research Company's BX Position: Q3 2022 in Review

Yorktown Management & Research Company sold out of Blackstone (BX) in Q3 2022, closing a stake of 2,315 shares — an estimated $211K sold.

Yorktown Management & Research Company first reported a position in BX in Q3 2013 and held it in 9 quarters. The position peaked at $1.62M in Q1 2014. 1,540 funds tracked by Wall St. Rank hold BX as of Q3 2022.

Yorktown Management & Research Company reported no remaining Blackstone position as of Q3 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 2,315 Blackstone shares in Q3 2022, an estimated $211K.
Yorktown Management & Research Company first reported a position in Blackstone in Q3 2013 and held it in 9 quarters.
Yorktown Management & Research Company's Blackstone position peaked at $1.62M in Q1 2014.
1,540 funds tracked by Wall St. Rank held Blackstone as of Q3 2022.

Based on Yorktown Management & Research Company's 13F filing for Q3 2022, filed 4 Nov 2022.