ARI
XYZ

Applied Research Investments’s Block Inc XYZ Stock Holding History

Applied Research Investments’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
2022
Q1 		– Sell
-14,691
Closed -$2.37M – 46
2021
Q4 		$2.37M Buy
14,691
+1,082
+8% +$234K 0.78% 39
2021
Q3 		$3.26M Sell
13,609
-548
-4% -$141K 1.09% 33
2021
Q2 		$3.45M Buy
+14,157
New +$3.28M 1.23% 29

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Applied Research Investments's XYZ Position: Q1 2022 in Review

Applied Research Investments sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 14,691 shares — an estimated $2.37M sold.

Applied Research Investments first reported a position in XYZ in Q2 2021 and held it in 3 quarters. The position peaked at $3.45M in Q2 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Applied Research Investments reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Applied Research Investments sold 14,691 Block Inc shares in Q1 2022, an estimated $2.37M.
  • Applied Research Investments first reported a position in Block Inc in Q2 2021 and held it in 3 quarters.
  • Applied Research Investments's Block Inc position peaked at $3.45M in Q2 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Applied Research Investments's 13F filing for Q1 2022, filed 12 May 2022.