AP
XYZ

Arlington Partners’s Block Inc XYZ Stock Holding History

Arlington 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
Q3 		– Sell
-234
Closed -$14K – 468
2022
Q2 		$14K Hold
234
– – ﹤0.01% 352
2022
Q1 		$32K Buy
234
+156
+200% +$18.9K 0.01% 286
2021
Q4 		$13K Sell
78
-59
-43% -$12.8K ﹤0.01% 442
2021
Q3 		$33K Hold
137
– – 0.01% 305
2021
Q2 		$33K Hold
137
– – 0.01% 220
2021
Q1 		$31K Hold
137
– – 0.01% 280
2020
Q4 		$30K Buy
+137
New +$26.7K 0.01% 129
2018
Q4 		– Sell
-2,000
Closed -$198K – 262
2018
Q3 		$198K Buy
+2,000
New +$154K 0.14% 70

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arlington Partners's XYZ Position: Q3 2022 in Review

Arlington Partners sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 234 shares — an estimated $14K sold.

Arlington Partners first reported a position in XYZ in Q3 2018 and held it in 8 quarters. The position peaked at $198K in Q3 2018. 972 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Arlington Partners reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Arlington Partners sold 234 Block Inc shares in Q3 2022, an estimated $14K.
  • Arlington Partners first reported a position in Block Inc in Q3 2018 and held it in 8 quarters.
  • Arlington Partners's Block Inc position peaked at $198K in Q3 2018.
  • 972 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Arlington Partners's 13F filing for Q3 2022, filed 28 Oct 2022.