Cavalier Investments’s Block Inc XYZ Stock Holding History

Cavalier Investments’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 Q4	–	Sell	-6,439	Closed	-$1.54M	–	113
2021 Q3	$1.54M	Buy	6,439 +1,189	+23%	+$305K	0.49%	68
2021 Q2	$1.28M	Hold	5,250	–	–	0.46%	83
2021 Q1	$1.19M	Buy	+5,250	New	+$1.23M	0.52%	90
2019 Q2	–	Sell	-14,997	Closed	-$1.12M	–	148
2019 Q1	$1.12M	Hold	14,997	–	–	0.46%	63
2018 Q4	$841K	Buy	+14,997	New	+$1.06M	0.27%	77

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Cavalier Investments's XYZ Position: Q4 2021 in Review

Cavalier Investments sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 6,439 shares — an estimated $1.54M sold.

Cavalier Investments first reported a position in XYZ in Q4 2018 and held it in 5 quarters. The position peaked at $1.54M in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Cavalier Investments reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Cavalier Investments sold 6,439 Block Inc shares in Q4 2021, an estimated $1.54M.
Cavalier Investments first reported a position in Block Inc in Q4 2018 and held it in 5 quarters.
Cavalier Investments's Block Inc position peaked at $1.54M in Q3 2021.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Cavalier Investments's 13F filing for Q4 2021, filed 2 Feb 2022.