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Phase 2 Partners’s Blackrock BLK Stock Holding History

Phase 2 Partners’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 		$3.07M Sell
2,996
-2,996
-50% -$3.04M 2.31% 20
2024
Q3 		$5.69M Buy
+5,992
New +$5.19M 3.36% 12
2023
Q4 		– Sell
-14,740
Closed -$9.53M – 23
2023
Q3 		$9.53M Buy
14,740
+1,290
+10% +$901K 4.21% 14
2023
Q2 		$9.3M Sell
13,450
-3,625
-21% -$2.43M 4.22% 14
2023
Q1 		$11.4M Buy
+17,075
New +$12M 4.93% 6

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

Phase 2 Partners's BLK Position: Q4 2024 in Review

Phase 2 Partners reduced its Blackrock (BLK) stake by 50% in Q4 2024, selling an estimated $3.04M and leaving 2,996 shares worth $3.07M. The position accounts for 2.31% of the portfolio, ranked #20.

Phase 2 Partners first reported a position in BLK in Q1 2023 and has held it in 5 quarters since. The position peaked at $11.4M in Q1 2023. 2,069 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

  • Phase 2 Partners held 2,996 shares of Blackrock worth $3.07M as of Q4 2024.
  • Phase 2 Partners sold 2,996 Blackrock shares in Q4 2024, an estimated $3.04M.
  • Blackrock made up 2.31% of Phase 2 Partners's portfolio in Q4 2024, its #20 holding.
  • Phase 2 Partners first reported a position in Blackrock in Q1 2023 and has held it in 5 quarters since.
  • Phase 2 Partners's Blackrock position peaked at $11.4M in Q1 2023.
  • 2,069 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.