AL
XYZ

AJO LP’s Block Inc XYZ Stock Holding History

AJO LP’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
2020
Q4 		– Sell
-51,263
Closed -$8.33M – 664
2020
Q3 		$8.33M Buy
+51,263
New +$7.24M 0.09% 206

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AJO LP's XYZ Position: Q4 2020 in Review

AJO LP sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 51,263 shares — an estimated $8.33M sold.

AJO LP first reported a position in XYZ in Q3 2020 and held it in 1 quarter. The position peaked at $8.33M in Q3 2020. 1,242 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

  • AJO LP reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 51,263 Block Inc shares in Q4 2020, an estimated $8.33M.
  • AJO LP first reported a position in Block Inc in Q3 2020 and held it in 1 quarter.
  • AJO LP's Block Inc position peaked at $8.33M in Q3 2020.
  • 1,242 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.