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XYZ

Cedar Capital’s Block Inc XYZ Stock Holding History

Cedar Capital’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
2020
Q4 		– Sell
-38,211
Closed -$6.21M – 179
2020
Q3 		$6.21M Buy
38,211
+7,693
+25% +$1.09M 2.06% 5
2020
Q2 		$3.2M Buy
30,518
+3,537
+13% +$271K 1.23% 27
2020
Q1 		$1.41M Buy
26,981
+4,898
+22% +$335K 0.67% 42
2019
Q4 		$1.38M Buy
22,083
+5,596
+34% +$358K 0.64% 49
2019
Q3 		$1.02M Sell
16,487
-664
-4% -$45.1K 0.48% 60
2019
Q2 		$1.24M Buy
17,151
+4,695
+38% +$328K 0.53% 46
2019
Q1 		$933K Buy
12,456
+981
+9% +$71.1K 0.41% 70
2018
Q4 		$644K Sell
11,475
-487
-4% -$34.4K 0.33% 80
2018
Q3 		$1.18M Buy
11,962
+3,271
+38% +$252K 0.46% 50
2018
Q2 		$536K Buy
+8,691
New +$478K 0.24% 88

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
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cedar Capital's XYZ Position: Q4 2020 in Review

Cedar Capital sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 38,211 shares — an estimated $6.21M sold.

Cedar Capital first reported a position in XYZ in Q2 2018 and held it in 10 quarters. The position peaked at $6.21M in Q3 2020. 1,241 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

  • Cedar Capital reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 38,211 Block Inc shares in Q4 2020, an estimated $6.21M.
  • Cedar Capital first reported a position in Block Inc in Q2 2018 and held it in 10 quarters.
  • Cedar Capital's Block Inc position peaked at $6.21M in Q3 2020.
  • 1,241 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.