SEC 13F Intelligence

Coe Capital Management, LLC / BX

Coe Capital Management, LLC’s Blackstone Inc Position

Does Coe Capital Management, LLC own Blackstone Inc (BX)? Yes — 14.1K shares worth $1M (+1.29% of its 13F portfolio) as of Q2 2021, down from 16.5K shares the prior filed quarter.

Position Value
$1M
Q2 2021
Shares
14.1K
% of Portfolio
+1.29%
Quarters Held
7
currently held

Position History BX

Reported value by quarter
Q3 ’19: $822,000Q3 ’19Q4 ’19: $932,000Q4 ’19Q1 ’20: $750,000Q1 ’20Q2 ’20: $933,000Q2 ’20Q3 ’20: $860,000Q3 ’20Q4 ’20: $1MQ4 ’20Q2 ’21: $1MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202114.1K$1M+1.29%
Q4 202016.5K$1M+1.17%
Q3 202016.5K$860,000+1.15%
Q2 202016.5K$933,000+1.39%
Q1 202016.5K$750,000+1.25%
Q4 201916.7K$932,000+1.19%
Q3 201916.8K$822,000+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Coe Capital Management, LLC’s full portfolio or all institutional holders of BX.