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Disciplined Investments’s Blackrock BLK Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-7
Closed -$4.84K – 279
2023
Q2 		$4.84K Sell
7
-1
-13% -$670 ﹤0.01% 427
2023
Q1 		$5.35K Hold
8
– – ﹤0.01% 425
2022
Q4 		$5.67K Sell
8
-46
-85% -$30.7K ﹤0.01% 386
2022
Q3 		$30K Sell
54
-2
-4% -$1.31K 0.01% 268
2022
Q2 		$34K Buy
56
+8
+17% +$5.21K 0.02% 262
2022
Q1 		$37K Buy
48
+15
+45% +$11.7K 0.02% 258
2021
Q4 		$30K Buy
+33
New +$30.1K 0.01% 256

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Disciplined Investments's BLK Position: Q3 2023 in Review

Disciplined Investments sold out of Blackrock (BLK) in Q3 2023, closing a stake of 7 shares — an estimated $4.84K sold.

Disciplined Investments first reported a position in BLK in Q4 2021 and held it in 7 quarters. The position peaked at $37K in Q1 2022. 1,800 funds tracked by Wall St. Rank hold BLK as of Q3 2023.

  • Disciplined Investments reported no remaining Blackrock position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Blackrock shares in Q3 2023, an estimated $4.84K.
  • Disciplined Investments first reported a position in Blackrock in Q4 2021 and held it in 7 quarters.
  • Disciplined Investments's Blackrock position peaked at $37K in Q1 2022.
  • 1,800 funds tracked by Wall St. Rank held Blackrock as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.