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Berkeley Inc’s Blackrock BLK Stock Holding History

Berkeley Inc’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-342
Closed -$350K – 66
2024
Q4 		$350K Sell
342
-340
-50% -$345K 0.18% 55
2024
Q3 		$648K Buy
682
+341
+100% +$295K 0.19% 57
2024
Q2 		$269K Hold
341
– – 0.17% 55
2024
Q1 		$284K Sell
341
-625
-65% -$502K 0.17% 57
2023
Q4 		$784K Sell
966
-16
-2% -$11.2K 0.49% 41
2023
Q3 		$635K Sell
982
-39
-4% -$27.2K 0.43% 50
2023
Q2 		$705K Sell
1,021
-24
-2% -$16.1K 0.48% 47
2023
Q1 		$699K Buy
1,045
+2
+0.2% +$1.41K 0.51% 43
2022
Q4 		$739K Buy
1,043
+3
+0.3% +$2K 0.56% 40
2022
Q3 		$572K Buy
1,040
+11
+1% +$7.2K 0.48% 45
2022
Q2 		$627K Buy
1,029
+36
+4% +$23.4K 0.5% 42
2022
Q1 		$759K Sell
993
-8
-0.8% -$6.25K 0.53% 48
2021
Q4 		$917K Sell
1,001
-65
-6% -$59.3K 0.61% 45
2021
Q3 		$894K Sell
1,066
-49
-4% -$43.9K 0.66% 42
2021
Q2 		$976K Sell
1,115
-1,418
-56% -$1.2M 0.7% 42
2021
Q1 		$1.91M Sell
2,533
-16
-0.6% -$11.6K 1.42% 23
2020
Q4 		$1.84M Buy
+2,549
New +$1.69M 1.49% 24

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berkeley Inc's BLK Position: Q1 2025 in Review

Berkeley Inc sold out of Blackrock (BLK) in Q1 2025, closing a stake of 342 shares — an estimated $350K sold.

Berkeley Inc first reported a position in BLK in Q4 2020 and held it in 17 quarters. The position peaked at $1.91M in Q1 2021. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Berkeley Inc reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
  • Berkeley Inc sold 342 Blackrock shares in Q1 2025, an estimated $350K.
  • Berkeley Inc first reported a position in Blackrock in Q4 2020 and held it in 17 quarters.
  • Berkeley Inc's Blackrock position peaked at $1.91M in Q1 2021.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Berkeley Inc's 13F filing for Q1 2025, filed 1 May 2025.