Burney Company’s Blackrock BLK Stock Holding History

Burney Company’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
2024 Q1	–	Sell	-248	Closed	-$201K	–	597
2023 Q4	$201K	Buy	+248	New	+$173K	0.01%	567

Other funds holding BLK

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Burney Company's BLK Position: Q1 2024 in Review

Burney Company sold out of Blackrock (BLK) in Q1 2024, closing a stake of 248 shares — an estimated $201K sold.

Burney Company first reported a position in BLK in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 1,952 funds tracked by Wall St. Rank hold BLK as of Q1 2024.

Burney Company reported no remaining Blackrock position as of Q1 2024 after selling out during the quarter.
Burney Company sold 248 Blackrock shares in Q1 2024, an estimated $201K.
Burney Company first reported a position in Blackrock in Q4 2023 and held it in 1 quarter.
Burney Company's Blackrock position peaked at $201K in Q4 2023.
1,952 funds tracked by Wall St. Rank held Blackrock as of Q1 2024.

Based on Burney Company's 13F filing for Q1 2024, filed 22 May 2024.