Berry Group’s Block Inc XYZ Stock Holding History

Berry Group’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
2020 Q4	$272K	Buy	+1,250	New	+$244K	0.12%	104

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berry Group's XYZ Position: Q4 2020 in Review

Berry Group opened a new position in Block Inc (XYZ) in Q4 2020: 1,250 shares worth $272K. The stake represents 0.12% of the portfolio and ranks #104 among its holdings.

1,241 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

Berry Group held 1,250 shares of Block Inc worth $272K as of Q4 2020.
Block Inc was a new Berry Group position in Q4 2020.
Block Inc made up 0.12% of Berry Group's portfolio in Q4 2020, its #104 holding.
1,241 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.