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 $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allen Holding's XYZ Position: Q3 2019 in Review

Allen Holding sold out of Block Inc (XYZ) in Q3 2019, closing a stake of 5,816 shares — an estimated $422K sold.

Allen Holding first reported a position in XYZ in Q2 2017 and held it in 7 quarters. The position peaked at $597K in Q4 2017. 696 funds tracked by Wall St. Rank hold XYZ as of Q3 2019.

  • Allen Holding reported no remaining Block Inc position as of Q3 2019 after selling out during the quarter.
  • Allen Holding sold 5,816 Block Inc shares in Q3 2019, an estimated $422K.
  • Allen Holding first reported a position in Block Inc in Q2 2017 and held it in 7 quarters.
  • Allen Holding's Block Inc position peaked at $597K in Q4 2017.
  • 696 funds tracked by Wall St. Rank held Block Inc as of Q3 2019.

Based on Allen Holding's 13F filing for Q3 2019, filed 6 Nov 2019.