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Advisory Research’s Block Inc XYZ Stock Holding History

Advisory Research’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
2021
Q4 		– Sell
-1,660
Closed -$398K – 391
2021
Q3 		$398K Buy
1,660
+185
+13% +$47.5K 0.03% 268
2021
Q2 		$360K Buy
+1,475
New +$342K 0.02% 294
2021
Q1 		– Sell
-1,393
Closed -$303K – 394
2020
Q4 		$303K Sell
1,393
-461
-25% -$89.9K 0.02% 292
2020
Q3 		$301K Sell
1,854
-6,829
-79% -$964K 0.03% 275
2020
Q2 		$911K Buy
8,683
+1,726
+25% +$132K 0.08% 179
2020
Q1 		$364K Buy
+6,957
New +$476K 0.03% 221
2019
Q3 		– Sell
-2,801
Closed -$203K – 371
2019
Q2 		$203K Sell
2,801
-5,163
-65% -$361K ﹤0.01% 358
2019
Q1 		$597K Buy
7,964
+2,156
+37% +$156K 0.01% 279
2018
Q4 		$326K Buy
+5,808
New +$410K 0.01% 331

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Advisory Research's XYZ Position: Q4 2021 in Review

Advisory Research sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,660 shares — an estimated $398K sold.

Advisory Research first reported a position in XYZ in Q4 2018 and held it in 9 quarters. The position peaked at $911K in Q2 2020. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Advisory Research reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Advisory Research sold 1,660 Block Inc shares in Q4 2021, an estimated $398K.
  • Advisory Research first reported a position in Block Inc in Q4 2018 and held it in 9 quarters.
  • Advisory Research's Block Inc position peaked at $911K in Q2 2020.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Advisory Research's 13F filing for Q4 2021, filed 11 Feb 2022.