BIM
XYZ

Bogle Investment Management’s Block Inc XYZ Stock Holding History

Bogle Investment Management’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
2017
Q2 		– Sell
-84,221
Closed -$1.46M – 384
2017
Q1 		$1.46M Buy
+84,221
New +$1.32M 0.1% 175

Other funds holding XYZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bogle Investment Management's XYZ Position: Q2 2017 in Review

Bogle Investment Management sold out of Block Inc (XYZ) in Q2 2017, closing a stake of 84,221 shares — an estimated $1.46M sold.

Bogle Investment Management first reported a position in XYZ in Q1 2017 and held it in 1 quarter. The position peaked at $1.46M in Q1 2017. 290 funds tracked by Wall St. Rank hold XYZ as of Q2 2017.

  • Bogle Investment Management reported no remaining Block Inc position as of Q2 2017 after selling out during the quarter.
  • Bogle Investment Management sold 84,221 Block Inc shares in Q2 2017, an estimated $1.46M.
  • Bogle Investment Management first reported a position in Block Inc in Q1 2017 and held it in 1 quarter.
  • Bogle Investment Management's Block Inc position peaked at $1.46M in Q1 2017.
  • 290 funds tracked by Wall St. Rank held Block Inc as of Q2 2017.

Based on Bogle Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.