CI
XYZ

Clal Insurance’s Block Inc XYZ Stock Holding History

Clal Insurance’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
Q1 		– Sell
-550,000
Closed -$30.8M – 115
2018
Q4 		$30.8M Sell
550,000
-52,517
-9% -$3.71M 0.8% 36
2018
Q3 		$59.7M Sell
602,517
-547,483
-48% -$42.2M 1.58% 19
2018
Q2 		$70.9M Sell
1,150,000
-1,529,716
-57% -$84.1M 1.84% 17
2018
Q1 		$132M Sell
2,679,716
-820,284
-23% -$37.6M 3.5% 10
2017
Q4 		$121M Sell
3,500,000
-100,000
-3% -$3.66M 3.2% 10
2017
Q3 		$104M Buy
3,600,000
+409,800
+13% +$10.7M 2.5% 11
2017
Q2 		$74.8M Buy
3,190,200
+90,200
+3% +$1.86M 1.49% 15
2017
Q1 		$53.6M Buy
3,100,000
+400,000
+15% +$6.26M 1.09% 20
2016
Q4 		$36.8M Buy
2,700,000
+800,000
+42% +$9.96M 0.69% 23
2016
Q3 		$22.2M Buy
+1,900,000
New +$20.8M 0.5% 36

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Clal Insurance's XYZ Position: Q1 2019 in Review

Clal Insurance sold out of Block Inc (XYZ) in Q1 2019, closing a stake of 550,000 shares — an estimated $30.8M sold.

Clal Insurance first reported a position in XYZ in Q3 2016 and held it in 10 quarters. The position peaked at $132M in Q1 2018. 757 funds tracked by Wall St. Rank hold XYZ as of Q1 2019.

  • Clal Insurance reported no remaining Block Inc position as of Q1 2019 after selling out during the quarter.
  • Clal Insurance sold 550,000 Block Inc shares in Q1 2019, an estimated $30.8M.
  • Clal Insurance first reported a position in Block Inc in Q3 2016 and held it in 10 quarters.
  • Clal Insurance's Block Inc position peaked at $132M in Q1 2018.
  • 757 funds tracked by Wall St. Rank held Block Inc as of Q1 2019.

Based on Clal Insurance's 13F filing for Q1 2019, filed 14 May 2019.