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Altshuler Shaham’s Block Inc XYZ Stock Holding History

Altshuler Shaham’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
2021
Q4 		– Sell
-139
Closed -$34K – 678
2021
Q3 		$34K Sell
139
-46
-25% -$11.8K ﹤0.01% 454
2021
Q2 		$45K Buy
185
+56
+43% +$13K ﹤0.01% 454
2021
Q1 		$29K Sell
129
-2,346
-95% -$549K ﹤0.01% 361
2020
Q4 		$539K Buy
2,475
+2,117
+591% +$413K 0.01% 103
2020
Q3 		$58K Buy
+358
New +$50.5K ﹤0.01% 212

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Altshuler Shaham's XYZ Position: Q4 2021 in Review

Altshuler Shaham sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 139 shares — an estimated $34K sold.

Altshuler Shaham first reported a position in XYZ in Q3 2020 and held it in 5 quarters. The position peaked at $539K in Q4 2020. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Altshuler Shaham reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Altshuler Shaham sold 139 Block Inc shares in Q4 2021, an estimated $34K.
  • Altshuler Shaham first reported a position in Block Inc in Q3 2020 and held it in 5 quarters.
  • Altshuler Shaham's Block Inc position peaked at $539K in Q4 2020.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Altshuler Shaham's 13F filing for Q4 2021, filed 15 Feb 2022.