BlackRock shares owned by A. Montag and Associates
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in BlackRock
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Quarterly reported holdings in BlackRock by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 3.9k | 811.80 |
| 2023-09-30 | $2.3M | 3.6k | 646.49 |
| 2023-06-30 | $558k | 807 | 691.14 |
| 2023-03-31 | $80k | 120 | 669.13 |
| 2022-12-31 | $85k | 120 | 708.63 |
| 2022-09-30 | $132k | 240 | 550.00 |
| 2022-06-30 | $146k | 240 | 608.33 |
| 2022-03-31 | $183k | 240 | 762.50 |
| 2021-12-31 | $311k | 340 | 914.71 |
| 2021-09-30 | $285k | 340 | 838.24 |
| 2021-06-30 | $262k | 300 | 873.33 |
| 2021-03-31 | $226k | 300 | 753.33 |
| 2020-12-31 | $216k | 300 | 720.00 |
| 2018-12-31 | $275k | 700 | 392.86 |
| 2018-09-30 | $344k | 730 | 471.23 |
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