BOS
XYZ

Bingham Osborn & Scarborough’s Block Inc XYZ Stock Holding History

Bingham Osborn & Scarborough’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
Q2 		– Sell
-13,606
Closed -$713K – 160
2020
Q1 		$713K Sell
13,606
-1,799
-12% -$123K 0.07% 67
2019
Q4 		$964K Sell
15,405
-463
-3% -$29.6K 0.08% 67
2019
Q3 		$983K Sell
15,868
-413
-3% -$28.1K 0.09% 60
2019
Q2 		$1.18M Sell
16,281
-392
-2% -$27.4K 0.11% 52
2019
Q1 		$1.25M Buy
16,673
+141
+0.9% +$10.2K 0.12% 47
2018
Q4 		$927K Sell
16,532
-336
-2% -$23.7K 0.09% 53
2018
Q3 		$1.67M Hold
16,868
– – 0.15% 38
2018
Q2 		$1.04M Hold
16,868
– – 0.1% 48
2018
Q1 		$830K Sell
16,868
-50
-0.3% -$2.29K 0.08% 57
2017
Q4 		$587K Buy
16,918
+50
+0.3% +$1.83K 0.05% 70
2017
Q3 		$486K Buy
+16,868
New +$442K 0.05% 74

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bingham Osborn & Scarborough's XYZ Position: Q2 2020 in Review

Bingham Osborn & Scarborough sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 13,606 shares — an estimated $713K sold.

Bingham Osborn & Scarborough first reported a position in XYZ in Q3 2017 and held it in 11 quarters. The position peaked at $1.67M in Q3 2018. 868 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

  • Bingham Osborn & Scarborough reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 13,606 Block Inc shares in Q2 2020, an estimated $713K.
  • Bingham Osborn & Scarborough first reported a position in Block Inc in Q3 2017 and held it in 11 quarters.
  • Bingham Osborn & Scarborough's Block Inc position peaked at $1.67M in Q3 2018.
  • 868 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q2 2020, filed 5 Aug 2020.