Ground Swell Capital’s Blackrock BLK Stock Holding History

Ground Swell Capital’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 Q4	–	Sell	-263	Closed	-$221K	–	77
2021 Q3	$221K	Buy	+263	New	+$236K	0.95%	37
2014 Q3	$90K	Buy	273 +133	+95%	+$42.8K	0.17%	109
2014 Q2	$45K	Buy	+140	New	+$42.9K	0.09%	170

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ground Swell Capital's BLK Position: Q4 2021 in Review

Ground Swell Capital sold out of Blackrock (BLK) in Q4 2021, closing a stake of 263 shares — an estimated $221K sold.

Ground Swell Capital first reported a position in BLK in Q2 2014 and held it in 3 quarters. The position peaked at $221K in Q3 2021. 1,879 funds tracked by Wall St. Rank hold BLK as of Q4 2021.

Ground Swell Capital reported no remaining Blackrock position as of Q4 2021 after selling out during the quarter.
Ground Swell Capital sold 263 Blackrock shares in Q4 2021, an estimated $221K.
Ground Swell Capital first reported a position in Blackrock in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's Blackrock position peaked at $221K in Q3 2021.
1,879 funds tracked by Wall St. Rank held Blackrock as of Q4 2021.

Based on Ground Swell Capital's 13F filing for Q4 2021, filed 9 Feb 2022.