Squar Milner Financial Services’s Blackrock BLK Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-16	Closed	-$7K	–	267
2020 Q1	$7K	Hold	16	–	–	﹤0.01%	567
2019 Q4	$8K	Sell	16 -424	-96%	-$201K	﹤0.01%	596
2019 Q3	$248K	Buy	440 +277	+170%	+$123K	0.13%	182
2019 Q2	$76K	Hold	163	–	–	0.05%	304
2019 Q1	$69K	Hold	163	–	–	0.05%	288
2018 Q4	$64K	Hold	163	–	–	0.06%	263
2018 Q3	$77K	Sell	163 -250	-61%	-$122K	0.07%	260
2018 Q2	$206K	Hold	413	–	–	0.18%	152
2018 Q1	$224K	Buy	413 +8	+2%	+$4.39K	0.28%	133
2017 Q4	$233K	Buy	+405	New	+$197K	0.28%	128

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Squar Milner Financial Services's BLK Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Blackrock (BLK) in Q2 2020, closing a stake of 16 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in BLK in Q4 2017 and held it in 10 quarters. The position peaked at $248K in Q3 2019. 1,403 funds tracked by Wall St. Rank hold BLK as of Q2 2020.

Squar Milner Financial Services reported no remaining Blackrock position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 16 Blackrock shares in Q2 2020, an estimated $7K.
Squar Milner Financial Services first reported a position in Blackrock in Q4 2017 and held it in 10 quarters.
Squar Milner Financial Services's Blackrock position peaked at $248K in Q3 2019.
1,403 funds tracked by Wall St. Rank held Blackrock as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.