JDR
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Jay D. Rosenbaum’s Blackrock BLK Stock Holding History

Jay D. Rosenbaum’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
-442
Closed -$359K – 33
2023
Q4 		$359K Sell
442
-466
-51% -$325K 0.93% 44
2023
Q3 		$587K Buy
908
+42
+5% +$29.3K 0.98% 43
2023
Q2 		$599K Buy
866
+16
+2% +$10.7K 0.96% 41
2023
Q1 		$569K Buy
850
+89
+12% +$62.7K 1.05% 42
2022
Q4 		$539K Sell
761
-211
-22% -$141K 1.17% 40
2022
Q3 		$535K Sell
972
-82
-8% -$53.7K 1.23% 38
2022
Q2 		$642K Buy
1,054
+46
+5% +$30K 1.24% 36
2022
Q1 		$770K Buy
1,008
+29
+3% +$22.7K 1.22% 33
2021
Q4 		$896K Sell
979
-185
-16% -$169K 1.32% 30
2021
Q3 		$976K Sell
1,164
-12
-1% -$10.8K 1.62% 26
2021
Q2 		$1.03M Buy
+1,176
New +$993K 1.71% 27

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

Jay D. Rosenbaum's BLK Position: Q1 2024 in Review

Jay D. Rosenbaum sold out of Blackrock (BLK) in Q1 2024, closing a stake of 442 shares — an estimated $359K sold.

Jay D. Rosenbaum first reported a position in BLK in Q2 2021 and held it in 11 quarters. The position peaked at $1.03M in Q2 2021. 1,951 funds tracked by Wall St. Rank hold BLK as of Q1 2024.

  • Jay D. Rosenbaum reported no remaining Blackrock position as of Q1 2024 after selling out during the quarter.
  • Jay D. Rosenbaum sold 442 Blackrock shares in Q1 2024, an estimated $359K.
  • Jay D. Rosenbaum first reported a position in Blackrock in Q2 2021 and held it in 11 quarters.
  • Jay D. Rosenbaum's Blackrock position peaked at $1.03M in Q2 2021.
  • 1,951 funds tracked by Wall St. Rank held Blackrock as of Q1 2024.

Based on Jay D. Rosenbaum's 13F filing for Q1 2024, filed 15 May 2024.