Ownership history in BARR E S & CO Β· 41 quarters on record
This page tracks every 13F SEC filing in which BARR E S & CO reported a position in BLACKSTONE GROUP (BX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BARR E S & CO outperformed the S&P 500 by +10.8% annually on this BX position. Timing score: 45% (18/40 decisions correct). Average cost basis: $18.74. Maximum drawdown during holding period: β40.0%.
π₯ Exceptional β beat the S&P 500 by 10.8% per year on this position.
40 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 40 add/trim decisions correct
Best entry: $15.84 (2016 Q2) Β· Worst: $111.64 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
13 adds Β· 28 trims. Bought during 5 of 13 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.97% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size