Aperture Investors’s Block Inc XYZ Stock Holding History

Aperture 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
2021 Q4	–	Sell	-1,964	Closed	-$471K	–	98
2021 Q3	$471K	Buy	+1,964	New	+$504K	0.06%	74
2020 Q4	–	Sell	-12,496	Closed	-$2.03M	–	97
2020 Q3	$2.03M	Buy	+12,496	New	+$1.76M	0.5%	63

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aperture Investors's XYZ Position: Q4 2021 in Review

Aperture Investors sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,964 shares — an estimated $471K sold.

Aperture Investors first reported a position in XYZ in Q3 2020 and held it in 2 quarters. The position peaked at $2.03M in Q3 2020. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Aperture Investors reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Aperture Investors sold 1,964 Block Inc shares in Q4 2021, an estimated $471K.
Aperture Investors first reported a position in Block Inc in Q3 2020 and held it in 2 quarters.
Aperture Investors's Block Inc position peaked at $2.03M in Q3 2020.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Aperture Investors's 13F filing for Q4 2021, filed 14 Feb 2022.