CCP
XYZ

Cardan Capital Partners’s Block Inc XYZ Stock Holding History

Cardan Capital Partners’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
Q3 		$8.42M Sell
35,088
-644
-2% -$165K 0.94% 36
2021
Q2 		$8.71M Sell
35,732
-1,419
-4% -$329K 0.97% 30
2021
Q1 		$8.44M Buy
37,151
+35
+0.1% +$8.19K 1.01% 26
2020
Q4 		$8.08M Buy
37,116
+1,190
+3% +$232K 1% 27
2020
Q3 		$5.84M Buy
35,926
+23
+0.1% +$3.25K 0.78% 32
2020
Q2 		$3.77M Buy
+35,903
New +$2.75M 0.54% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Cardan Capital Partners's XYZ Position: Q3 2021 in Review

Cardan Capital Partners reduced its Block Inc (XYZ) stake by 1.8% in Q3 2021, selling an estimated $165K and leaving 35,088 shares worth $8.42M. The position accounts for 0.94% of the portfolio, ranked #36.

Cardan Capital Partners first reported a position in XYZ in Q2 2020 and has held it in 6 quarters since. The position peaked at $8.71M in Q2 2021. 1,377 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Cardan Capital Partners held 35,088 shares of Block Inc worth $8.42M as of Q3 2021.
  • Cardan Capital Partners sold 644 Block Inc shares in Q3 2021, an estimated $165K.
  • Block Inc made up 0.94% of Cardan Capital Partners's portfolio in Q3 2021, its #36 holding.
  • Cardan Capital Partners first reported a position in Block Inc in Q2 2020 and has held it in 6 quarters since.
  • Cardan Capital Partners's Block Inc position peaked at $8.71M in Q2 2021.
  • 1,377 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.