AP
XYZ

Archon Partners’s Block Inc XYZ Stock Holding History

Archon Partners’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
Q2 		– Sell
-70,000
Closed -$9.49M – 53
2022
Q1 		$9.49M Sell
70,000
-30,000
-30% -$3.63M 1.26% 33
2021
Q4 		$16.2M Hold
100,000
– – 1.97% 21
2021
Q3 		$24M Hold
100,000
– – 3.01% 12
2021
Q2 		$24.4M Hold
100,000
– – 3.05% 9
2021
Q1 		$22.7M Hold
100,000
– – 3.17% 11
2020
Q4 		$21.8M Hold
100,000
– – 2.92% 10
2020
Q3 		$16.3M Hold
100,000
– – 2.56% 15
2020
Q2 		$10.5M Buy
+100,000
New +$7.66M 1.91% 23
2019
Q2 		– Sell
-39,100
Closed -$2.93M – 60
2019
Q1 		$2.93M Buy
+39,100
New +$2.83M 0.62% 40

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 $1.66T AUM 25.57% 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 $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Archon Partners's XYZ Position: Q2 2022 in Review

Archon Partners sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 70,000 shares — an estimated $9.49M sold.

Archon Partners first reported a position in XYZ in Q1 2019 and held it in 9 quarters. The position peaked at $24.4M in Q2 2021. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Archon Partners reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Archon Partners sold 70,000 Block Inc shares in Q2 2022, an estimated $9.49M.
  • Archon Partners first reported a position in Block Inc in Q1 2019 and held it in 9 quarters.
  • Archon Partners's Block Inc position peaked at $24.4M in Q2 2021.
  • 1,028 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Archon Partners's 13F filing for Q2 2022, filed 15 Aug 2022.