Advantage Investment Management’s Block Inc XYZ Stock Holding History

Advantage Investment 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
2019 Q3	$14K	Buy	234 +85	+57%	+$5.77K	0.01%	599
2019 Q2	$11K	Sell	149 -85	-36%	-$5.94K	0.01%	650
2019 Q1	$18K	Sell	234 -182	-44%	-$13.2K	0.01%	548
2018 Q4	$23K	Sell	416 -760	-65%	-$53.7K	0.02%	493
2018 Q3	$116K	Buy	+1,176	New	+$90.7K	0.08%	252
2018 Q2	–	Sell	-45	Closed	-$2K	–	1048
2018 Q1	$2K	Buy	+45	New	+$2.06K	﹤0.01%	934

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advantage Investment Management's XYZ Position: Q3 2019 in Review

Advantage Investment Management increased its Block Inc (XYZ) stake by 57% in Q3 2019, buying an estimated $5.77K and bringing the position to 234 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #599.

Advantage Investment Management first reported a position in XYZ in Q1 2018 and has held it in 6 quarters since. The position peaked at $116K in Q3 2018. 695 funds tracked by Wall St. Rank hold XYZ as of Q3 2019.

Advantage Investment Management held 234 shares of Block Inc worth $14K as of Q3 2019.
Advantage Investment Management bought 85 Block Inc shares in Q3 2019, an estimated $5.77K.
Block Inc made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #599 holding.
Advantage Investment Management first reported a position in Block Inc in Q1 2018 and has held it in 6 quarters since.
Advantage Investment Management's Block Inc position peaked at $116K in Q3 2018.
695 funds tracked by Wall St. Rank held Block Inc as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.