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Lake Street Advisors Group’s Blackrock BLK Stock Holding History

Lake Street Advisors 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
Q4 		$1.42M Buy
1,388
+9
+0.7% +$9.13K 0.07% 183
2024
Q3 		$1.31M Buy
1,379
+20
+1% +$17.3K 0.06% 173
2024
Q2 		$1.07M Sell
1,359
-59
-4% -$46K 0.05% 205
2024
Q1 		$1.18M Hold
1,418
– – 0.06% 199
2023
Q4 		$1.15M Buy
+1,418
New +$990K 0.06% 200
2021
Q3 		– Sell
-933
Closed -$857K – 253
2021
Q2 		$857K Sell
933
-19
-2% -$16K 0.06% 120
2021
Q1 		$718K Buy
952
+9
+1% +$6.53K 0.06% 126
2020
Q4 		$681K Buy
943
+12
+1% +$7.96K 0.06% 126
2020
Q3 		$525K Sell
931
-55
-6% -$31.4K 0.05% 138
2020
Q2 		$537K Buy
986
+121
+14% +$61.1K 0.05% 127
2020
Q1 		$381K Buy
865
+286
+49% +$141K 0.05% 139
2019
Q4 		$291K Buy
579
+3
+0.5% +$1.42K 0.03% 189
2019
Q3 		$257K Buy
576
+54
+10% +$24K 0.03% 177
2019
Q2 		$245K Sell
522
-20
-4% -$9.05K 0.03% 181
2019
Q1 		$232K Sell
542
-260
-32% -$109K 0.02% 191
2018
Q4 		$315K Buy
+802
New +$329K 0.04% 132
2018
Q3 		– Sell
-566
Closed -$283K – 231
2018
Q2 		$283K Buy
566
+13
+2% +$6.87K 0.03% 235
2018
Q1 		$300K Buy
553
+30
+6% +$16.5K 0.03% 195
2017
Q4 		$269K Buy
+523
New +$254K 0.03% 245

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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Street Advisors Group's BLK Position: Q4 2024 in Review

Lake Street Advisors Group increased its Blackrock (BLK) stake by 0.65% in Q4 2024, buying an estimated $9.13K and bringing the position to 1,388 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #183.

Lake Street Advisors Group first reported a position in BLK in Q4 2017 and has held it in 19 quarters since. 2,070 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

  • Lake Street Advisors Group held 1,388 shares of Blackrock worth $1.42M as of Q4 2024.
  • Lake Street Advisors Group bought 9 Blackrock shares in Q4 2024, an estimated $9.13K.
  • Blackrock made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #183 holding.
  • Lake Street Advisors Group first reported a position in Blackrock in Q4 2017 and has held it in 19 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.