Ownership history in Modus Advisors, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which Modus Advisors, LLC reported a position in BLACKSTONE GROUP INC COM CL A (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 Modus Advisors, LLC outperformed the S&P 500 by +9.7% annually on this BX position. Timing score: 55% (12/22 decisions correct). Average cost basis: $64.60. Maximum drawdown during holding period: β40.0%.
π₯ Exceptional β beat the S&P 500 by 9.7% per year on this position.
22 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 22 add/trim decisions correct
Best entry: $43.01 (2020 Q3) Β· Worst: $167.40 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 4 trims. Bought during 8 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.49% 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