Leonard Rickey Investment Advisors’s Blackrock BLK Stock Holding History

Leonard Rickey Investment Advisors’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
2022 Q1	–	Sell	-257	Closed	-$235K	–	70
2021 Q4	$235K	Hold	257	–	–	0.09%	64
2021 Q3	$215K	Sell	257 -7	-3%	-$6.27K	0.09%	65
2021 Q2	$229K	Sell	264 -93	-26%	-$78.5K	0.1%	64
2021 Q1	$269K	Sell	357 -19	-5%	-$13.8K	0.11%	56
2020 Q4	$272K	Buy	376 +16	+4%	+$10.6K	0.12%	51
2020 Q3	$203K	Buy	+360	New	+$205K	0.13%	56
2020 Q1	–	Sell	-426	Closed	-$214K	–	69
2019 Q4	$214K	Buy	+426	New	+$202K	0.13%	78
2019 Q3	–	Sell	-429	Closed	-$201K	–	80
2019 Q2	$201K	Buy	+429	New	+$194K	0.14%	73
2018 Q4	–	Sell	-428	Closed	-$202K	–	65
2018 Q3	$202K	Hold	428	–	–	0.15%	66
2018 Q2	$214K	Hold	428	–	–	0.16%	58
2018 Q1	$232K	Hold	428	–	–	0.18%	54
2017 Q4	$220K	Buy	+428	New	+$208K	0.17%	59

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Leonard Rickey Investment Advisors's BLK Position: Q1 2022 in Review

Leonard Rickey Investment Advisors sold out of Blackrock (BLK) in Q1 2022, closing a stake of 257 shares — an estimated $235K sold.

Leonard Rickey Investment Advisors first reported a position in BLK in Q4 2017 and held it in 12 quarters. The position peaked at $272K in Q4 2020. 1,804 funds tracked by Wall St. Rank hold BLK as of Q1 2022.

Leonard Rickey Investment Advisors reported no remaining Blackrock position as of Q1 2022 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 257 Blackrock shares in Q1 2022, an estimated $235K.
Leonard Rickey Investment Advisors first reported a position in Blackrock in Q4 2017 and held it in 12 quarters.
Leonard Rickey Investment Advisors's Blackrock position peaked at $272K in Q4 2020.
1,804 funds tracked by Wall St. Rank held Blackrock as of Q1 2022.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.