BIM
XYZ

Bridges Investment Management’s Block Inc XYZ Stock Holding History

Bridges 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
2019
Q4 		– Sell
-4,907
Closed -$304K – 397
2019
Q3 		$304K Buy
4,907
+1,370
+39% +$93.1K 0.01% 362
2019
Q2 		$256K Buy
+3,537
New +$247K 0.01% 393

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Bridges Investment Management's XYZ Position: Q4 2019 in Review

Bridges Investment Management sold out of Block Inc (XYZ) in Q4 2019, closing a stake of 4,907 shares — an estimated $304K sold.

Bridges Investment Management first reported a position in XYZ in Q2 2019 and held it in 2 quarters. The position peaked at $304K in Q3 2019. 785 funds tracked by Wall St. Rank hold XYZ as of Q4 2019.

  • Bridges Investment Management reported no remaining Block Inc position as of Q4 2019 after selling out during the quarter.
  • Bridges Investment Management sold 4,907 Block Inc shares in Q4 2019, an estimated $304K.
  • Bridges Investment Management first reported a position in Block Inc in Q2 2019 and held it in 2 quarters.
  • Bridges Investment Management's Block Inc position peaked at $304K in Q3 2019.
  • 785 funds tracked by Wall St. Rank held Block Inc as of Q4 2019.

Based on Bridges Investment Management's 13F filing for Q4 2019, filed 18 Feb 2020.