Swaine & Leidel Wealth Services’s Blackrock BLK Stock Holding History

Swaine & Leidel Wealth 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	-6,485	Closed	-$2.85M	–	54
2020 Q1	$2.85M	Buy	6,485 +484	+8%	+$238K	2.96%	11
2019 Q4	$3.02M	Buy	+6,001	New	+$2.85M	2.52%	20
2019 Q2	–	Sell	-3,292	Closed	-$1.41M	–	63
2019 Q1	$1.41M	Buy	3,292 +395	+14%	+$166K	1.78%	32
2018 Q4	$1.25M	Buy	+2,897	New	+$1.19M	1.98%	31

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

Swaine & Leidel Wealth Services's BLK Position: Q2 2020 in Review

Swaine & Leidel Wealth Services sold out of Blackrock (BLK) in Q2 2020, closing a stake of 6,485 shares — an estimated $2.85M sold.

Swaine & Leidel Wealth Services first reported a position in BLK in Q4 2018 and held it in 4 quarters. The position peaked at $3.02M in Q4 2019. 1,402 funds tracked by Wall St. Rank hold BLK as of Q2 2020.

Swaine & Leidel Wealth Services reported no remaining Blackrock position as of Q2 2020 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 6,485 Blackrock shares in Q2 2020, an estimated $2.85M.
Swaine & Leidel Wealth Services first reported a position in Blackrock in Q4 2018 and held it in 4 quarters.
Swaine & Leidel Wealth Services's Blackrock position peaked at $3.02M in Q4 2019.
1,402 funds tracked by Wall St. Rank held Blackrock as of Q2 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2020, filed 5 Aug 2020.