Kelman-Lazarov Inc’s Blackrock BLK Stock Holding History

Kelman-Lazarov Inc’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
2020 Q1	–	Sell	-740	Closed	-$372K	–	78
2019 Q4	$372K	Hold	740	–	–	0.17%	66
2019 Q3	$330K	Sell	740 -125	-14%	-$55.7K	0.16%	74
2019 Q2	$406K	Sell	865 -150	-15%	-$67.9K	0.21%	64
2019 Q1	$434K	Sell	1,015 -189	-16%	-$79.3K	0.23%	66
2018 Q4	$473K	Buy	1,204 +115	+11%	+$47.1K	0.29%	61
2018 Q3	$513K	Sell	1,089 -40	-4%	-$19.4K	0.3%	70
2018 Q2	$563K	Sell	1,129 -65	-5%	-$34.4K	0.3%	73
2018 Q1	$647K	Sell	1,194 -75	-6%	-$41.2K	0.35%	68
2017 Q4	$652K	Sell	1,269 -46	-3%	-$22.4K	0.33%	71
2017 Q3	$588K	Sell	1,315 -75	-5%	-$32K	0.31%	79
2017 Q2	$587K	Hold	1,390	–	–	0.32%	75
2017 Q1	$533K	Hold	1,390	–	–	0.34%	72
2016 Q4	$529K	Hold	1,390	–	–	0.3%	77
2016 Q3	$495K	Hold	1,390	–	–	0.28%	78
2016 Q2	$474K	Hold	1,390	–	–	0.27%	85
2016 Q1	$476K	Buy	+1,390	New	+$441K	0.28%	85

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Kelman-Lazarov Inc's BLK Position: Q1 2020 in Review

Kelman-Lazarov Inc sold out of Blackrock (BLK) in Q1 2020, closing a stake of 740 shares — an estimated $372K sold.

Kelman-Lazarov Inc first reported a position in BLK in Q1 2016 and held it in 16 quarters. The position peaked at $652K in Q4 2017. 1,334 funds tracked by Wall St. Rank hold BLK as of Q1 2020.

Kelman-Lazarov Inc reported no remaining Blackrock position as of Q1 2020 after selling out during the quarter.
Kelman-Lazarov Inc sold 740 Blackrock shares in Q1 2020, an estimated $372K.
Kelman-Lazarov Inc first reported a position in Blackrock in Q1 2016 and held it in 16 quarters.
Kelman-Lazarov Inc's Blackrock position peaked at $652K in Q4 2017.
1,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2020, filed 27 Apr 2020.