AWCI
XYZ

Alpine Woods Capital Investors’s Block Inc XYZ Stock Holding History

Alpine Woods Capital Investors’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
Q4 		– Sell
-7,600
Closed -$471K – 285
2019
Q3 		$471K Sell
7,600
-2,400
-24% -$163K 0.09% 173
2019
Q2 		$725K Sell
10,000
-645
-6% -$45.1K 0.15% 141
2019
Q1 		$798K Buy
+10,645
New +$771K 0.17% 126

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Alpine Woods Capital Investors's XYZ Position: Q4 2019 in Review

Alpine Woods Capital Investors sold out of Block Inc (XYZ) in Q4 2019, closing a stake of 7,600 shares — an estimated $471K sold.

Alpine Woods Capital Investors first reported a position in XYZ in Q1 2019 and held it in 3 quarters. The position peaked at $798K in Q1 2019. 786 funds tracked by Wall St. Rank hold XYZ as of Q4 2019.

  • Alpine Woods Capital Investors reported no remaining Block Inc position as of Q4 2019 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 7,600 Block Inc shares in Q4 2019, an estimated $471K.
  • Alpine Woods Capital Investors first reported a position in Block Inc in Q1 2019 and held it in 3 quarters.
  • Alpine Woods Capital Investors's Block Inc position peaked at $798K in Q1 2019.
  • 786 funds tracked by Wall St. Rank held Block Inc as of Q4 2019.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2019, filed 7 Feb 2020.