Your Advocates Ltd’s BlackLine BL Stock Holding History

Your Advocates Ltd’s Portfolio BL Stock Details BL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-22	Closed	-$1.22K	–	236
2025 Q4	$1.22K	Sell	22 -3	-12%	-$165	﹤0.01%	197
2025 Q3	$1.33K	Hold	25	–	–	﹤0.01%	180
2025 Q2	$1.42K	Hold	25	–	–	﹤0.01%	166
2025 Q1	$1.21K	Hold	25	–	–	﹤0.01%	172
2024 Q4	$1.52K	Hold	25	–	–	﹤0.01%	170
2024 Q3	$1.38K	Hold	25	–	–	﹤0.01%	188
2024 Q2	$1.21K	Hold	25	–	–	﹤0.01%	190
2024 Q1	$1.61K	Hold	25	–	–	﹤0.01%	180
2023 Q4	$1.56K	Hold	25	–	–	﹤0.01%	182
2023 Q3	$1.39K	Hold	25	–	–	﹤0.01%	220
2023 Q2	$1.35K	Hold	25	–	–	﹤0.01%	228
2023 Q1	$1.68K	Hold	25	–	–	﹤0.01%	182
2022 Q4	$1.68K	Hold	25	–	–	﹤0.01%	166
2022 Q3	$1K	Buy	25 +10	+67%	+$671	﹤0.01%	169
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	179
2022 Q1	$1K	Sell	15 -5	-25%	-$404	﹤0.01%	199
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	162
2021 Q3	$2K	Buy	+20	New	+$2.3K	﹤0.01%	165

Other funds holding BL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return