AG
XYZ

Aperio Group’s Block Inc XYZ Stock Holding History

Aperio Group’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
2020
Q4 		$26.9M Buy
123,429
+10,500
+9% +$2.05M 0.08% 245
2020
Q3 		$18.4M Buy
112,929
+25,305
+29% +$3.57M 0.06% 299
2020
Q2 		$9.2M Buy
87,624
+1,897
+2% +$145K 0.03% 487
2020
Q1 		$4.49M Buy
85,727
+4,412
+5% +$302K 0.02% 695
2019
Q4 		$5.09M Buy
81,315
+12,208
+18% +$780K 0.02% 731
2019
Q3 		$4.28M Sell
69,107
-650
-0.9% -$44.2K 0.02% 755
2019
Q2 		$5.06M Buy
69,757
+722
+1% +$50.4K 0.02% 712
2019
Q1 		$5.17M Sell
69,035
-17,513
-20% -$1.27M 0.02% 690
2018
Q4 		$4.85M Buy
86,548
+17,290
+25% +$1.22M 0.02% 654
2018
Q3 		$6.86M Buy
69,258
+26,700
+63% +$2.06M 0.03% 568
2018
Q2 		$2.62M Buy
42,558
+17,482
+70% +$962K 0.01% 896
2018
Q1 		$1.23M Buy
25,076
+10,267
+69% +$471K 0.01% 1212
2017
Q4 		$513K Buy
14,809
+2,768
+23% +$101K ﹤0.01% 1691
2017
Q3 		$347K Buy
12,041
+2,460
+26% +$64.4K ﹤0.01% 1843
2017
Q2 		$225K Buy
+9,581
New +$198K ﹤0.01% 2045

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aperio Group's XYZ Position: Q4 2020 in Review

Aperio Group increased its Block Inc (XYZ) stake by 9.3% in Q4 2020, buying an estimated $2.05M and bringing the position to 123,429 shares worth $26.9M. The position accounts for 0.08% of the portfolio, ranked #245.

Aperio Group first reported a position in XYZ in Q2 2017 and has held it in 15 quarters since. 1,242 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

  • Aperio Group held 123,429 shares of Block Inc worth $26.9M as of Q4 2020.
  • Aperio Group bought 10,500 Block Inc shares in Q4 2020, an estimated $2.05M.
  • Block Inc made up 0.08% of Aperio Group's portfolio in Q4 2020, its #245 holding.
  • Aperio Group first reported a position in Block Inc in Q2 2017 and has held it in 15 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.