Sugarloaf Wealth Management’s Blackrock BLK Stock Holding History

Sugarloaf Wealth Management’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	$27.9K	Hold	27	–	–	0.01%	365
2024 Q3	$25.8K	Hold	27	–	–	﹤0.01%	380
2024 Q2	$21.4K	Hold	27	–	–	﹤0.01%	386
2024 Q1	$22.6K	Hold	27	–	–	﹤0.01%	389
2023 Q4	$21.9K	Hold	27	–	–	0.01%	389
2023 Q3	$17.4K	Hold	27	–	–	﹤0.01%	395
2023 Q2	$18.5K	Buy	27 +1	+4%	+$670	﹤0.01%	397
2023 Q1	$17.9K	Sell	26 -21	-45%	-$14.8K	﹤0.01%	407
2022 Q4	$33.4K	Buy	+47	New	+$31.4K	0.01%	338
2022 Q3	–	Sell	-63	Closed	-$41.2K	–	841
2022 Q2	$38K	Buy	63 +37	+142%	+$24.1K	0.01%	326
2022 Q1	$20K	Sell	26 -1	-4%	-$781	﹤0.01%	404
2021 Q4	$24K	Hold	27	–	–	0.01%	397
2021 Q3	$22K	Sell	27 -23	-46%	-$20.6K	0.01%	405
2021 Q2	$43K	Buy	50 +18	+56%	+$15.2K	0.01%	295
2021 Q1	$24	Sell	32 -2,446	-99%	-$1.77M	0.01%	373
2020 Q4	$1.79M	Buy	2,478 +73	+3%	+$48.4K	0.6%	26
2020 Q3	$1.36M	Sell	2,405 -20	-0.8%	-$11.4K	0.5%	30
2020 Q2	$1.32M	Buy	2,425 +108	+5%	+$54.5K	0.51%	30
2020 Q1	$1.02M	Buy	2,317 +935	+68%	+$461K	0.46%	33
2019 Q4	$695K	Buy	+1,382	New	+$656K	0.3%	62

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's BLK Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Blackrock (BLK) position steady in Q4 2024 at 27 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #365.

Sugarloaf Wealth Management first reported a position in BLK in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.79M in Q4 2020. 2,069 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

Sugarloaf Wealth Management held 27 shares of Blackrock worth $27.9K as of Q4 2024.
Sugarloaf Wealth Management left its Blackrock share count unchanged in Q4 2024.
Blackrock made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #365 holding.
Sugarloaf Wealth Management first reported a position in Blackrock in Q4 2019 and has held it in 20 quarters since.
Sugarloaf Wealth Management's Blackrock position peaked at $1.79M in Q4 2020.
2,069 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.