Telemus Capital’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$8.06M Buy
9,933
+283
+3% +$198K 0.67% 41
2023
Q3
$6.24M Sell
9,650
-823
-8% -$575K 0.58% 51
2023
Q2
$7.24M Sell
10,473
-178
-2% -$119K 0.61% 45
2023
Q1
$7.13M Sell
10,651
-299
-3% -$211K 0.63% 43
2022
Q4
$8.08M Sell
10,950
-76
-0.7% -$50.8K 0.74% 33
2022
Q3
$6.07M Buy
11,026
+313
+3% +$205K 0.62% 45
2022
Q2
$6.53M Sell
10,713
-208
-2% -$135K 0.63% 45
2022
Q1
$8.35M Sell
10,921
-366
-3% -$286K 0.73% 38
2021
Q4
$10.3M Buy
11,287
+59
+0.5% +$53.8K 0.83% 27
2021
Q3
$9.42M Sell
11,228
-164
-1% -$147K 0.8% 32
2021
Q2
$9.97M Sell
11,392
-1,183
-9% -$999K 0.72% 35
2021
Q1
$9.86M Sell
12,575
-309
-2% -$224K 0.68% 38
2020
Q4
$9.3M Sell
12,884
-1,265
-9% -$839K 0.69% 34
2020
Q3
$9.3M Sell
14,149
-266
-2% -$152K 0.68% 36
2020
Q2
$7.99M Sell
14,415
-388
-3% -$196K 0.63% 39
2020
Q1
$7.83M Sell
14,803
-781
-5% -$385K 0.64% 39
2019
Q4
$7.83M Sell
15,584
-364
-2% -$173K 0.61% 44
2019
Q3
$7.11M Sell
15,948
-198
-1% -$88.2K 0.57% 46
2019
Q2
$6.96M Sell
16,146
-857
-5% -$388K 0.62% 45
2019
Q1
$7.27M Sell
17,003
-730
-4% -$306K 0.55% 47
2018
Q4
$6.97M Buy
17,733
+3,113
+21% +$1.28M 0.56% 41
2018
Q3
$6.89M Buy
14,620
+135
+0.9% +$65.6K 0.51% 44
2018
Q2
$7.23M Buy
14,485
+118
+0.8% +$62.4K 0.56% 37
2018
Q1
$7.78M Buy
14,367
+92
+0.6% +$50.5K 0.62% 30
2017
Q4
$7.33M Buy
14,275
+489
+4% +$238K 0.57% 31
2017
Q3
$6.16M Buy
13,786
+310
+2% +$132K 0.7% 27
2017
Q2
$5.69M Buy
13,476
+208
+2% +$83K 0.57% 32
2017
Q1
$5.09M Sell
13,268
-271
-2% -$104K 0.53% 37
2016
Q4
$5.15M Buy
13,539
+7,963
+143% +$2.92M 0.7% 31
2016
Q3
$2.02M Sell
5,576
-39
-0.7% -$14.2K 0.23% 89
2016
Q2
$1.92M Buy
5,615
+23
+0.4% +$8.08K 0.24% 89
2016
Q1
$1.9M Buy
+5,592
New +$1.77M 0.32% 75

Other funds holding BLK

Telemus Capital's BLK Position: Q4 2023 in Review

Telemus Capital increased its Blackrock (BLK) stake by 2.9% in Q4 2023, buying an estimated $198K and bringing the position to 9,933 shares worth $8.06M. The position accounts for 0.67% of the portfolio, ranked #41.

Telemus Capital first reported a position in BLK in Q1 2016 and has held it in 32 quarters since. The position peaked at $10.3M in Q4 2021. 1,930 funds tracked by Wall St. Rank hold BLK as of Q4 2023.

  • Telemus Capital held 9,933 shares of Blackrock worth $8.06M as of Q4 2023.
  • Telemus Capital bought 283 Blackrock shares in Q4 2023, an estimated $198K.
  • Blackrock made up 0.67% of Telemus Capital's portfolio in Q4 2023, its #41 holding.
  • Telemus Capital first reported a position in Blackrock in Q1 2016 and has held it in 32 quarters since.
  • Telemus Capital's Blackrock position peaked at $10.3M in Q4 2021.
  • 1,930 funds tracked by Wall St. Rank held Blackrock as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.