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Hamilton Point Investment Advisors’s Blackrock BLK Stock Holding History

Hamilton Point Investment Advisors’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
2024
Q1 		– Sell
-340
Closed -$277K – 151
2023
Q4 		$277K Hold
340
– – 0.06% 112
2023
Q3 		$220K Hold
340
– – 0.05% 113
2023
Q2 		$235K Hold
340
– – 0.06% 112
2023
Q1 		$228K Buy
340
+30
+10% +$21.1K 0.06% 109
2022
Q4 		$220K Buy
+310
New +$207K 0.06% 77

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hamilton Point Investment Advisors's BLK Position: Q1 2024 in Review

Hamilton Point Investment Advisors sold out of Blackrock (BLK) in Q1 2024, closing a stake of 340 shares — an estimated $277K sold.

Hamilton Point Investment Advisors first reported a position in BLK in Q4 2022 and held it in 5 quarters. The position peaked at $277K in Q4 2023. 1,952 funds tracked by Wall St. Rank hold BLK as of Q1 2024.

  • Hamilton Point Investment Advisors reported no remaining Blackrock position as of Q1 2024 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 340 Blackrock shares in Q1 2024, an estimated $277K.
  • Hamilton Point Investment Advisors first reported a position in Blackrock in Q4 2022 and held it in 5 quarters.
  • Hamilton Point Investment Advisors's Blackrock position peaked at $277K in Q4 2023.
  • 1,952 funds tracked by Wall St. Rank held Blackrock as of Q1 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.