BHB
XYZ

Bank Hapoalim BM’s Block Inc XYZ Stock Holding History

Bank Hapoalim BM’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
-16,618
Closed -$2.68M – 253
2021
Q4 		$2.68M Buy
16,618
+3,360
+25% +$728K 0.27% 75
2021
Q3 		$3.18M Sell
13,258
-142
-1% -$36.5K 0.33% 73
2021
Q2 		$3.27M Sell
13,400
-41
-0.3% -$9.51K 0.37% 67
2021
Q1 		$3.05M Sell
13,441
-649
-5% -$152K 0.39% 65
2020
Q4 		$3.07M Buy
14,090
+1,058
+8% +$206K 0.42% 56
2020
Q3 		$2.12K Sell
13,032
-3,820
-23% -$539K 0.1% 50
2020
Q2 		$1.77M Buy
16,852
+3,664
+28% +$281K 0.41% 57
2020
Q1 		$691K Sell
13,188
-151
-1% -$10.3K 0.22% 82
2019
Q4 		$834K Sell
13,339
-1,801
-12% -$115K 0.18% 78
2019
Q3 		$920K Buy
15,140
+7,695
+103% +$523K 0.23% 70
2019
Q2 		$540K Buy
7,445
+4,135
+125% +$289K 0.13% 103
2019
Q1 		$248K Buy
+3,310
New +$240K 0.06% 146

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 $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Bank Hapoalim BM's XYZ Position: Q1 2022 in Review

Bank Hapoalim BM sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 16,618 shares — an estimated $2.68M sold.

Bank Hapoalim BM first reported a position in XYZ in Q1 2019 and held it in 12 quarters. The position peaked at $3.27M in Q2 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Bank Hapoalim BM reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Bank Hapoalim BM sold 16,618 Block Inc shares in Q1 2022, an estimated $2.68M.
  • Bank Hapoalim BM first reported a position in Block Inc in Q1 2019 and held it in 12 quarters.
  • Bank Hapoalim BM's Block Inc position peaked at $3.27M in Q2 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Bank Hapoalim BM's 13F filing for Q1 2022, filed 28 Apr 2022.