CO
XYZ

Caldwell & Orkin’s Block Inc XYZ Stock Holding History

Caldwell & Orkin’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
Q3 		$1.13M Buy
+39,100
New +$1.02M 1.15% 37
2017
Q2 		– Sell
-14,500
Closed -$251K – 93
2017
Q1 		$251K Buy
+14,500
New +$227K 0.14% 83

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caldwell & Orkin's XYZ Position: Q3 2017 in Review

Caldwell & Orkin opened a new position in Block Inc (XYZ) in Q3 2017: 39,100 shares worth $1.13M. The stake represents 1.15% of the portfolio and ranks #37 among its holdings. This is a return to the name: Caldwell & Orkin previously reported a position in XYZ as recently as Q1 2017.

Caldwell & Orkin first reported a position in XYZ in Q1 2017 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold XYZ as of Q3 2017.

  • Caldwell & Orkin held 39,100 shares of Block Inc worth $1.13M as of Q3 2017.
  • Block Inc was a new Caldwell & Orkin position in Q3 2017.
  • Block Inc made up 1.15% of Caldwell & Orkin's portfolio in Q3 2017, its #37 holding.
  • Caldwell & Orkin first reported a position in Block Inc in Q1 2017 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held Block Inc as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.