BHA
XYZ

Beech Hill Advisors’s Block Inc XYZ Stock Holding History

Beech Hill Advisors’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
-27,195
Closed -$1.67M – 88
2022
Q2 		$1.67M Sell
27,195
-530
-2% -$48.4K 0.89% 43
2022
Q1 		$3.76M Buy
27,725
+90
+0.3% +$10.9K 1.53% 24
2021
Q4 		$4.46M Buy
+27,635
New +$5.99M 1.7% 21

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Beech Hill Advisors's XYZ Position: Q3 2022 in Review

Beech Hill Advisors sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 27,195 shares — an estimated $1.67M sold.

Beech Hill Advisors first reported a position in XYZ in Q4 2021 and held it in 3 quarters. The position peaked at $4.46M in Q4 2021. 971 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Beech Hill Advisors reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Beech Hill Advisors sold 27,195 Block Inc shares in Q3 2022, an estimated $1.67M.
  • Beech Hill Advisors first reported a position in Block Inc in Q4 2021 and held it in 3 quarters.
  • Beech Hill Advisors's Block Inc position peaked at $4.46M in Q4 2021.
  • 971 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Beech Hill Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.