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Winslow Evans & Crocker’s Blackrock BLK Stock Holding History

Winslow Evans & Crocker’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
Q4 		$322K Buy
445
+405
+1,013% +$269K 0.06% 252
2020
Q3 		$23K Hold
40
– – 0.01% 597
2020
Q2 		$22K Sell
40
-16
-29% -$8.08K 0.01% 592
2020
Q1 		$26K Sell
56
-150
-73% -$73.9K 0.01% 530
2019
Q4 		$106K Buy
206
+30
+17% +$14.2K 0.03% 386
2019
Q3 		$80K Hold
176
– – 0.02% 433
2019
Q2 		$84K Sell
176
-36
-17% -$16.3K 0.02% 431
2019
Q1 		$94K Buy
212
+22
+12% +$9.23K 0.03% 393
2018
Q4 		$76K Hold
190
– – 0.03% 400
2018
Q3 		$92K Sell
190
-2
-1% -$972 0.03% 383
2018
Q2 		$98K Buy
192
+2
+1% +$1.06K 0.03% 373
2018
Q1 		$103K Buy
190
+10
+6% +$5.49K 0.03% 352
2017
Q4 		$92.5K Hold
180
– – 0.03% 381
2017
Q3 		$80.5K Sell
180
-490
-73% -$209K 0.03% 395
2017
Q2 		$283K Buy
670
+50
+8% +$19.9K 0.08% 259
2017
Q1 		$238K Sell
620
-6
-1% -$2.29K 0.07% 272
2016
Q4 		$238K Sell
626
-50
-7% -$18.3K 0.07% 266
2016
Q3 		$245K Sell
676
-34
-5% -$12.4K 0.07% 270
2016
Q2 		$243K Hold
710
– – 0.07% 254
2016
Q1 		$242K Hold
710
– – 0.07% 238
2015
Q4 		$242K Buy
710
+80
+13% +$27.2K 0.07% 266
2015
Q3 		$187K Buy
630
+100
+19% +$32.3K 0.06% 280
2015
Q2 		$183K Buy
530
+98
+23% +$35.7K 0.05% 321
2015
Q1 		$158K Sell
432
-34
-7% -$12.3K 0.04% 339
2014
Q4 		$166K Buy
466
+16
+4% +$5.47K 0.05% 315
2014
Q3 		$148K Buy
450
+50
+13% +$16.1K 0.04% 348
2014
Q2 		$128K Buy
400
+60
+18% +$18.4K 0.04% 328
2014
Q1 		$107K Buy
340
+55
+19% +$16.8K 0.04% 341
2013
Q4 		$90K Buy
+285
New +$85.1K 0.03% 394

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winslow Evans & Crocker's BLK Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Blackrock (BLK) stake by 1,013% in Q4 2020, buying an estimated $269K and bringing the position to 445 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #252.

Winslow Evans & Crocker first reported a position in BLK in Q4 2013 and has held it in 29 quarters since. 1,642 funds tracked by Wall St. Rank hold BLK as of Q4 2020.

  • Winslow Evans & Crocker held 445 shares of Blackrock worth $322K as of Q4 2020.
  • Winslow Evans & Crocker bought 405 Blackrock shares in Q4 2020, an estimated $269K.
  • Blackrock made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #252 holding.
  • Winslow Evans & Crocker first reported a position in Blackrock in Q4 2013 and has held it in 29 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Blackrock as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.