AR
XYZ

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 $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return