BG
XYZ

Bollard Group’s Block Inc XYZ Stock Holding History

Bollard 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
2021
Q2 		– Sell
-200
Closed -$45K – 440
2021
Q1 		$45K Sell
200
-400
-67% -$93.6K ﹤0.01% 359
2020
Q4 		$131K Buy
+600
New +$117K ﹤0.01% 241
2016
Q3 		– Sell
-200,000
Closed -$1.81M – 267
2016
Q2 		$1.81M Buy
+200,000
New +$2.26M 0.12% 92

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Bollard Group's XYZ Position: Q2 2021 in Review

Bollard Group sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 200 shares — an estimated $45K sold.

Bollard Group first reported a position in XYZ in Q2 2016 and held it in 3 quarters. The position peaked at $1.81M in Q2 2016. 1,350 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Bollard Group reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Bollard Group sold 200 Block Inc shares in Q2 2021, an estimated $45K.
  • Bollard Group first reported a position in Block Inc in Q2 2016 and held it in 3 quarters.
  • Bollard Group's Block Inc position peaked at $1.81M in Q2 2016.
  • 1,350 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Bollard Group's 13F filing for Q2 2021, filed 12 Aug 2021.