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Unified Trust Company’s Blackrock BLK Stock Holding History

Unified Trust Company’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
2021
Q3 		$5.13M Buy
6,115
+50
+0.8% +$44.8K 1.51% 20
2021
Q2 		$5.31M Buy
6,065
+391
+7% +$330K 1.57% 17
2021
Q1 		$4.28M Buy
+5,674
New +$4.12M 1.39% 25

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Unified Trust Company's BLK Position: Q3 2021 in Review

Unified Trust Company increased its Blackrock (BLK) stake by 0.82% in Q3 2021, buying an estimated $44.8K and bringing the position to 6,115 shares worth $5.13M. The position accounts for 1.51% of the portfolio, ranked #20.

Unified Trust Company first reported a position in BLK in Q1 2021 and has held it in 3 quarters since. The position peaked at $5.31M in Q2 2021. 1,727 funds tracked by Wall St. Rank hold BLK as of Q3 2021.

  • Unified Trust Company held 6,115 shares of Blackrock worth $5.13M as of Q3 2021.
  • Unified Trust Company bought 50 Blackrock shares in Q3 2021, an estimated $44.8K.
  • Blackrock made up 1.51% of Unified Trust Company's portfolio in Q3 2021, its #20 holding.
  • Unified Trust Company first reported a position in Blackrock in Q1 2021 and has held it in 3 quarters since.
  • Unified Trust Company's Blackrock position peaked at $5.31M in Q2 2021.
  • 1,727 funds tracked by Wall St. Rank held Blackrock as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.