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Leelyn Smith’s Blackrock BLK Stock Holding History

Leelyn Smith’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
2023
Q3 		– Sell
-325
Closed -$224K – 111
2023
Q2 		$224K Sell
325
-4,441
-93% -$2.97M 0.05% 111
2023
Q1 		$3.19M Buy
4,766
+317
+7% +$223K 0.82% 33
2022
Q4 		$3.15M Buy
4,449
+564
+15% +$377K 0.87% 30
2022
Q3 		$2.14M Sell
3,885
-567
-13% -$371K 0.74% 42
2022
Q2 		$2.71M Buy
4,452
+76
+2% +$49.5K 0.7% 38
2022
Q1 		$3.34M Buy
4,376
+4,221
+2,723% +$3.3M 0.87% 27
2021
Q4 		$142K Sell
155
-13
-8% -$11.9K 0.04% 133
2021
Q3 		$141K Buy
168
+7
+4% +$6.27K 0.04% 130
2021
Q2 		$141K Sell
161
-6
-4% -$5.07K 0.04% 137
2021
Q1 		$126K Sell
167
-58
-26% -$42.1K 0.04% 151
2020
Q4 		$162K Sell
225
-48
-18% -$31.8K 0.05% 127
2020
Q3 		$154K Sell
273
-36
-12% -$20.5K 0.05% 130
2020
Q2 		$168K Sell
309
-2,638
-90% -$1.33M 0.07% 123
2020
Q1 		$1.3M Buy
2,947
+568
+24% +$280K 0.69% 39
2019
Q4 		$1.2K Buy
+2,379
New +$1.13M 0.58% 52

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

Leelyn Smith's BLK Position: Q3 2023 in Review

Leelyn Smith sold out of Blackrock (BLK) in Q3 2023, closing a stake of 325 shares — an estimated $224K sold.

Leelyn Smith first reported a position in BLK in Q4 2019 and held it in 15 quarters. The position peaked at $3.34M in Q1 2022. 1,800 funds tracked by Wall St. Rank hold BLK as of Q3 2023.

  • Leelyn Smith reported no remaining Blackrock position as of Q3 2023 after selling out during the quarter.
  • Leelyn Smith sold 325 Blackrock shares in Q3 2023, an estimated $224K.
  • Leelyn Smith first reported a position in Blackrock in Q4 2019 and held it in 15 quarters.
  • Leelyn Smith's Blackrock position peaked at $3.34M in Q1 2022.
  • 1,800 funds tracked by Wall St. Rank held Blackrock as of Q3 2023.

Based on Leelyn Smith's 13F filing for Q3 2023, filed 6 Nov 2023.