Evelyn V. Moreno’s Blackrock BLK Stock Holding History

Evelyn V. Moreno’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	$1.85M	Sell	2,282 -4,194	-65%	-$2.93M	0.87%	41
2023 Q3	$4.19M	Buy	6,476 +357	+6%	+$249K	0.91%	39
2023 Q2	$4.23M	Buy	6,119 +236	+4%	+$158K	0.9%	43
2023 Q1	$3.94M	Buy	5,883 +118	+2%	+$83.1K	0.89%	47
2022 Q4	$4.09M	Buy	5,765 +2,945	+104%	+$1.97M	0.94%	44
2022 Q3	$1.55M	Sell	2,820 -6,231	-69%	-$4.08M	0.7%	53
2022 Q2	$5.51M	Sell	9,051 -593	-6%	-$386K	1.29%	30
2022 Q1	$7.37M	Sell	9,644 -115	-1%	-$89.8K	1.49%	30
2021 Q4	$8.94M	Buy	9,759 +1,050	+12%	+$958K	1.79%	24
2021 Q3	$7.3M	Sell	8,709 -8	-0.1%	-$7.17K	1.72%	29
2021 Q2	$7.63M	Buy	+8,717	New	+$7.36M	1.79%	29

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

Evelyn V. Moreno's BLK Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Blackrock (BLK) stake by 65% in Q4 2023, selling an estimated $2.93M and leaving 2,282 shares worth $1.85M. The position accounts for 0.87% of the portfolio, ranked #41.

Evelyn V. Moreno first reported a position in BLK in Q2 2021 and has held it in 11 quarters since. The position peaked at $8.94M in Q4 2021. 1,930 funds tracked by Wall St. Rank hold BLK as of Q4 2023.

Evelyn V. Moreno held 2,282 shares of Blackrock worth $1.85M as of Q4 2023.
Evelyn V. Moreno sold 4,194 Blackrock shares in Q4 2023, an estimated $2.93M.
Blackrock made up 0.87% of Evelyn V. Moreno's portfolio in Q4 2023, its #41 holding.
Evelyn V. Moreno first reported a position in Blackrock in Q2 2021 and has held it in 11 quarters since.
Evelyn V. Moreno's Blackrock position peaked at $8.94M in Q4 2021.
1,930 funds tracked by Wall St. Rank held Blackrock as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.