AH
XYZ

Allen Holding’s Block Inc XYZ Stock Holding History

Allen Holding’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 		– Sell
-5,816
Closed -$422K – 11
2019
Q2 		$422K Hold
5,816
– – 0.06% 12
2019
Q1 		$436K Buy
5,816
+1,259
+28% +$91.2K 0.07% 10
2018
Q4 		$256K Hold
4,557
– – 0.04% 10
2018
Q3 		$451K Buy
+4,557
New +$351K 0.07% 10
2018
Q1 		– Sell
-17,228
Closed -$597K – 11
2017
Q4 		$597K Buy
17,228
+3,000
+21% +$110K 0.11% 9
2017
Q3 		$410K Hold
14,228
– – 0.08% 8
2017
Q2 		$334K Buy
+14,228
New +$294K 0.06% 8

Other funds holding XYZ

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return