Kowal Investment Group’s Blackrock BLK Stock Holding History

Kowal Investment Group’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 Q3	$695K	Sell	731 -2	-0.3%	-$1.73K	0.13%	94
2024 Q2	$577K	Buy	733 +10	+1%	+$7.8K	0.12%	96
2024 Q1	$603K	Buy	723 +44	+6%	+$35.4K	0.13%	90
2023 Q4	$551K	Buy	679 +68	+11%	+$47.5K	0.13%	87
2023 Q3	$395K	Buy	611 +32	+6%	+$22.4K	0.11%	93
2023 Q2	$400K	Sell	579 -4	-0.7%	-$2.68K	0.11%	96
2023 Q1	$390K	Buy	583 +155	+36%	+$109K	0.11%	92
2022 Q4	$303K	Sell	428 -35	-8%	-$23.4K	0.09%	115
2022 Q3	$255K	Buy	463 +58	+14%	+$38K	0.09%	118
2022 Q2	$246K	Buy	+405	New	+$264K	0.08%	120
2021 Q4	–	Sell	-51	Closed	-$43K	–	220
2021 Q3	$43K	Buy	+51	New	+$45.7K	0.01%	260

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Kowal Investment Group's BLK Position: Q3 2024 in Review

Kowal Investment Group reduced its Blackrock (BLK) stake by 0.27% in Q3 2024, selling an estimated $1.73K and leaving 731 shares worth $695K. The position accounts for 0.13% of the portfolio, ranked #94.

Kowal Investment Group first reported a position in BLK in Q3 2021 and has held it in 11 quarters since. 1,805 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

Kowal Investment Group held 731 shares of Blackrock worth $695K as of Q3 2024.
Kowal Investment Group sold 2 Blackrock shares in Q3 2024, an estimated $1.73K.
Blackrock made up 0.13% of Kowal Investment Group's portfolio in Q3 2024, its #94 holding.
Kowal Investment Group first reported a position in Blackrock in Q3 2021 and has held it in 11 quarters since.
1,805 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.