Zimmermann Investment Management & Planning’s Blackstone BX Stock Holding History

Zimmermann Investment Management & Planning’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
2024 Q4	$355K	Buy	+2,061	New	+$359K	15.67%	2

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Zimmermann Investment Management & Planning's BX Position: Q4 2024 in Review

Zimmermann Investment Management & Planning opened a new position in Blackstone (BX) in Q4 2024: 2,061 shares worth $355K. The stake represents 15.67% of the portfolio and ranks #2 among its holdings.

2,142 funds tracked by Wall St. Rank hold BX as of Q4 2024.

Zimmermann Investment Management & Planning held 2,061 shares of Blackstone worth $355K as of Q4 2024.
Blackstone was a new Zimmermann Investment Management & Planning position in Q4 2024.
Blackstone made up 15.67% of Zimmermann Investment Management & Planning's portfolio in Q4 2024, its #2 holding.
2,142 funds tracked by Wall St. Rank held Blackstone as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.