12 West Capital Management’s Block Inc XYZ Stock Holding History

12 West Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-260,000	Closed	-$42M	–	24
2021 Q4	$42M	Sell	260,000 -100,000	-28%	-$21.7M	1.86%	12
2021 Q3	$86.3M	Hold	360,000	–	–	3.94%	10
2021 Q2	$87.8M	Hold	360,000	–	–	3.68%	9
2021 Q1	$81.7M	Sell	360,000 -115,000	-24%	-$26.9M	3.9%	6
2020 Q4	$103M	Hold	475,000	–	–	4.44%	6
2020 Q3	$77.2M	Hold	475,000	–	–	3.76%	7
2020 Q2	$49.8M	Buy	+475,000	New	+$36.4M	2.58%	11

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

12 West Capital Management's XYZ Position: Q1 2022 in Review

12 West Capital Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 260,000 shares — an estimated $42M sold.

12 West Capital Management first reported a position in XYZ in Q2 2020 and held it in 7 quarters. The position peaked at $103M in Q4 2020. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

12 West Capital Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
12 West Capital Management sold 260,000 Block Inc shares in Q1 2022, an estimated $42M.
12 West Capital Management first reported a position in Block Inc in Q2 2020 and held it in 7 quarters.
12 West Capital Management's Block Inc position peaked at $103M in Q4 2020.
1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on 12 West Capital Management's 13F filing for Q1 2022, filed 16 May 2022.