Security Asset Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$4.93M Sell
7,366
-1,021
-12% -$719K 2.88% 7
2022
Q4
$5.94M Sell
8,387
-35
-0.4% -$23.4K 3.3% 5
2022
Q3
$4.63M Buy
8,422
+25
+0.3% +$16.4K 2.78% 9
2022
Q2
$5.11M Buy
8,397
+162
+2% +$105K 2.81% 11
2022
Q1
$6.29M Buy
8,235
+124
+2% +$96.9K 2.7% 10
2021
Q4
$7.43M Sell
8,111
-11
-0.1% -$10K 2.88% 8
2021
Q3
$6.81M Sell
8,122
-1,130
-12% -$1.01M 2.76% 7
2021
Q2
$8.1M Sell
9,252
-107
-1% -$90.4K 3.19% 6
2021
Q1
$7.06M Sell
9,359
-279
-3% -$202K 2.9% 6
2020
Q4
$6.95M Buy
9,638
+2,239
+30% +$1.48M 2.91% 7
2020
Q3
$4.17M Sell
7,399
-5
-0.1% -$2.85K 2.56% 10
2020
Q2
$4.03M Sell
7,404
-352
-5% -$178K 2.49% 8
2020
Q1
$3.41M Sell
7,756
-15
-0.2% -$7.39K 2.42% 9
2019
Q4
$3.91M Hold
7,771
2.33% 11
2019
Q3
$3.46M Buy
7,771
+172
+2% +$76.6K 2.28% 13
2019
Q2
$3.57M Hold
7,599
2.28% 13
2019
Q1
$3.25M Buy
7,599
+61
+0.8% +$25.6K 2.14% 16
2018
Q4
$2.96M Buy
7,538
+30
+0.4% +$12.3K 2.25% 14
2018
Q3
$3.54M Buy
7,508
+30
+0.4% +$14.6K 2.32% 13
2018
Q2
$3.73M Buy
7,478
+10
+0.1% +$5.29K 2.63% 10
2018
Q1
$4.05M Sell
7,468
-25
-0.3% -$13.7K 3.02% 9
2017
Q4
$3.85M Sell
7,493
-178
-2% -$86.5K 2.9% 7
2017
Q3
$3.43M Hold
7,671
2.7% 9
2017
Q2
$3.24M Sell
7,671
-90
-1% -$35.9K 2.66% 9
2017
Q1
$2.98M Sell
7,761
-100
-1% -$38.3K 2.54% 12
2016
Q4
$2.99M Sell
7,861
-23
-0.3% -$8.44K 2.76% 9
2016
Q3
$2.86M Sell
7,884
-255
-3% -$92.8K 2.68% 10
2016
Q2
$2.79M Hold
8,139
2.68% 10
2016
Q1
$2.77M Buy
8,139
+100
+1% +$31.7K 2.7% 9
2015
Q4
$2.74M Sell
8,039
-20
-0.2% -$6.8K 2.65% 10
2015
Q3
$2.4M Sell
8,059
-5
-0.1% -$1.61K 2.55% 13
2015
Q2
$2.79M Sell
8,064
-5
-0.1% -$1.82K 2.58% 10
2015
Q1
$2.95M Buy
8,069
+25
+0.3% +$9.06K 2.82% 7
2014
Q4
$2.88M Buy
+8,044
New +$2.75M 2.86% 7

Other funds holding BLK

Security Asset Management's BLK Position: Q1 2023 in Review

Security Asset Management reduced its Blackrock (BLK) stake by 12% in Q1 2023, selling an estimated $719K and leaving 7,366 shares worth $4.93M. The position accounts for 2.88% of the portfolio, ranked #7.

Security Asset Management first reported a position in BLK in Q4 2014 and has held it in 34 quarters since. The position peaked at $8.1M in Q2 2021. 1,832 funds tracked by Wall St. Rank hold BLK as of Q1 2023.

  • Security Asset Management held 7,366 shares of Blackrock worth $4.93M as of Q1 2023.
  • Security Asset Management sold 1,021 Blackrock shares in Q1 2023, an estimated $719K.
  • Blackrock made up 2.88% of Security Asset Management's portfolio in Q1 2023, its #7 holding.
  • Security Asset Management first reported a position in Blackrock in Q4 2014 and has held it in 34 quarters since.
  • Security Asset Management's Blackrock position peaked at $8.1M in Q2 2021.
  • 1,832 funds tracked by Wall St. Rank held Blackrock as of Q1 2023.

Based on Security Asset Management's 13F filing for Q1 2023, filed 12 May 2023.