ACM
XYZ

Aljian Capital Management’s Block Inc XYZ Stock Holding History

Aljian 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
Q2 		– Sell
-1,645
Closed -$228K – 59
2022
Q1 		$228K Buy
+1,645
New +$199K 0.09% 56

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aljian Capital Management's XYZ Position: Q2 2022 in Review

Aljian Capital Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,645 shares — an estimated $228K sold.

Aljian Capital Management first reported a position in XYZ in Q1 2022 and held it in 1 quarter. The position peaked at $228K in Q1 2022. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Aljian Capital Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Aljian Capital Management sold 1,645 Block Inc shares in Q2 2022, an estimated $228K.
  • Aljian Capital Management first reported a position in Block Inc in Q1 2022 and held it in 1 quarter.
  • Aljian Capital Management's Block Inc position peaked at $228K in Q1 2022.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Aljian Capital Management's 13F filing for Q2 2022, filed 27 Jul 2022.