Clifford Swan Investment Counsel’s Blackrock BLK Stock Holding History

Clifford Swan Investment Counsel’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
2021 Q2	–	Sell	-555	Closed	-$418K	–	325
2021 Q1	$418K	Hold	555	–	–	0.02%	239
2020 Q4	$400K	Hold	555	–	–	0.02%	240
2020 Q3	$313K	Buy	555 +35	+7%	+$20K	0.02%	259
2020 Q2	$283K	Hold	520	–	–	0.01%	260
2020 Q1	$229K	Sell	520 -7	-1%	-$3.45K	0.01%	268
2019 Q4	$265K	Buy	527 +7	+1%	+$3.32K	0.01%	277
2019 Q3	$232K	Hold	520	–	–	0.01%	278
2019 Q2	$244K	Buy	520 +25	+5%	+$11.3K	0.01%	282
2019 Q1	$212K	Buy	+495	New	+$208K	0.01%	291
2018 Q4	–	Sell	-495	Closed	-$233K	–	299
2018 Q3	$233K	Hold	495	–	–	0.01%	288
2018 Q2	$247K	Hold	495	–	–	0.01%	281
2018 Q1	$268K	Hold	495	–	–	0.02%	265
2017 Q4	$254K	Hold	495	–	–	0.01%	272
2017 Q3	$221K	Sell	495 -50	-9%	-$21.3K	0.01%	290
2017 Q2	$230K	Buy	+545	New	+$217K	0.01%	292

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clifford Swan Investment Counsel's BLK Position: Q2 2021 in Review

Clifford Swan Investment Counsel sold out of Blackrock (BLK) in Q2 2021, closing a stake of 555 shares — an estimated $418K sold.

Clifford Swan Investment Counsel first reported a position in BLK in Q2 2017 and held it in 15 quarters. The position peaked at $418K in Q1 2021. 1,736 funds tracked by Wall St. Rank hold BLK as of Q2 2021.

Clifford Swan Investment Counsel reported no remaining Blackrock position as of Q2 2021 after selling out during the quarter.
Clifford Swan Investment Counsel sold 555 Blackrock shares in Q2 2021, an estimated $418K.
Clifford Swan Investment Counsel first reported a position in Blackrock in Q2 2017 and held it in 15 quarters.
Clifford Swan Investment Counsel's Blackrock position peaked at $418K in Q1 2021.
1,736 funds tracked by Wall St. Rank held Blackrock as of Q2 2021.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2021, filed 5 Aug 2021.