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Blackrock, Inc. (NYSE:BLK) Seasonal Chart

Seasonal Chart Analysis

Analysis of the Blackrock, Inc. (NYSE:BLK) seasonal charts above shows that a Buy Date of October 25 and a Sell Date of March 13 has resulted in a geometric average return of 9.75% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 18 of those periods. This is an excellent rate of success, but the return underperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 3.93% per year.

The seasonal timeframe correlates Fairly Well with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

BlackRock is the largest asset manager in the world, with $6.964 trillion in AUM at the end of September 2019. Product mix is fairly diverse, with 50% of the firm’s managed assets in equity strategies, 33% in fixed income, 8% in multi-asset class, 7% in money market funds, and 2% in alternatives. Passive strategies account for around two thirds of long-term AUM, with the company’s iShares ETF platform maintaining a leading market share domestically and on a global basis. Product distribution is weighted more toward institutional clients, which by our calculations account for just over 80% of total AUM. BlackRock is also geographically diverse, with clients in more than 100 countries and more than one third of managed assets coming from investors domiciled outside the U.S. and Canada.

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