Eaton Financial Holdings’s Blackrock BLK Stock Holding History

Eaton Financial Holdings’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 Q4	–	Sell	-1,823	Closed	-$1.18M	–	156
2023 Q3	$1.18M	Buy	+1,823	New	+$1.27M	0.32%	79

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

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

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

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

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

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

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

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

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

Eaton Financial Holdings's BLK Position: Q4 2023 in Review

Eaton Financial Holdings sold out of Blackrock (BLK) in Q4 2023, closing a stake of 1,823 shares — an estimated $1.18M sold.

Eaton Financial Holdings first reported a position in BLK in Q3 2023 and held it in 1 quarter. The position peaked at $1.18M in Q3 2023. 1,931 funds tracked by Wall St. Rank hold BLK as of Q4 2023.

Eaton Financial Holdings reported no remaining Blackrock position as of Q4 2023 after selling out during the quarter.
Eaton Financial Holdings sold 1,823 Blackrock shares in Q4 2023, an estimated $1.18M.
Eaton Financial Holdings first reported a position in Blackrock in Q3 2023 and held it in 1 quarter.
Eaton Financial Holdings's Blackrock position peaked at $1.18M in Q3 2023.
1,931 funds tracked by Wall St. Rank held Blackrock as of Q4 2023.

Based on Eaton Financial Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.