Ted Buchan & Co’s Blackrock BLK Stock Holding History

Ted Buchan & Co’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
2023 Q2	–	Sell	-930	Closed	-$623K	–	83
2023 Q1	$623K	Sell	930 -88	-9%	-$62K	0.52%	43
2022 Q4	$722K	Buy	+1,018	New	+$680K	0.67%	35

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ted Buchan & Co's BLK Position: Q2 2023 in Review

Ted Buchan & Co sold out of Blackrock (BLK) in Q2 2023, closing a stake of 930 shares — an estimated $623K sold.

Ted Buchan & Co first reported a position in BLK in Q4 2022 and held it in 2 quarters. The position peaked at $722K in Q4 2022. 1,853 funds tracked by Wall St. Rank hold BLK as of Q2 2023.

Ted Buchan & Co reported no remaining Blackrock position as of Q2 2023 after selling out during the quarter.
Ted Buchan & Co sold 930 Blackrock shares in Q2 2023, an estimated $623K.
Ted Buchan & Co first reported a position in Blackrock in Q4 2022 and held it in 2 quarters.
Ted Buchan & Co's Blackrock position peaked at $722K in Q4 2022.
1,853 funds tracked by Wall St. Rank held Blackrock as of Q2 2023.

Based on Ted Buchan & Co's 13F filing for Q2 2023, filed 6 Sep 2024.