BLK Holding Strategy

BLK Holding

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York, New York with additional offices in A collapse

Compared to SP500 component stocks for the past 2 years. We compute the median gain for each of the SP500 stocks, as well as BLK. Purple dots are the median of the gain median for holding those SP500 stocks. Light purple area indicates the 25% to 75% of the SP500 stock gain median. Deep purple area covers the 10% to 90% of the SP500 stock gain median.

*Steady Growth Score (SGS) measures the consistency of the gain over the specific ownership length. To consistently grow, the stock needs to have both high average gain and low gain deviation. SGS is then defined as the average gain divided by the standard deviation of the gain.

Ownership Length	Average Gain & Rank	Median Gain & Rank	Standard Deviation	Steady Growth Score*
One Single Day	+0.09% #199	+0.04% #282	1.61 #180	+0.05 #188
One Week	+0.36% #226	+0.61% #132	3.29 #163	+0.11 #216
One Month	+1.91% #222	+2.80% #163	6.28 #146	+0.30 #192
3 Months	+4.86% #224	+3.69% #243	11.57 #245	+0.42 #235
6 Months	+10.29% #185	+10.34% #174	14.44 #288	+0.71 #198
One Year	+20.70% #177	+22.04% #151	10.46 #139	+1.98 #88