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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
2022
Q4 		– Sell
-68
Closed -$37K – 796
2022
Q3 		$37K Buy
+68
New +$44.5K 0.01% 333

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

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.