CFG
XYZ

CMC Financial Group’s Block Inc XYZ Stock Holding History

CMC Financial Group’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
Q4 		– Sell
-20,267
Closed -$1.26M – 54
2019
Q3 		$1.26M Buy
20,267
+2,879
+17% +$196K 1.66% 11
2019
Q2 		$1.26M Buy
+17,388
New +$1.21M 1.62% 10

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

CMC Financial Group's XYZ Position: Q4 2019 in Review

CMC Financial Group sold out of Block Inc (XYZ) in Q4 2019, closing a stake of 20,267 shares — an estimated $1.26M sold.

CMC Financial Group first reported a position in XYZ in Q2 2019 and held it in 2 quarters. The position peaked at $1.26M in Q2 2019. 788 funds tracked by Wall St. Rank hold XYZ as of Q4 2019.

  • CMC Financial Group reported no remaining Block Inc position as of Q4 2019 after selling out during the quarter.
  • CMC Financial Group sold 20,267 Block Inc shares in Q4 2019, an estimated $1.26M.
  • CMC Financial Group first reported a position in Block Inc in Q2 2019 and held it in 2 quarters.
  • CMC Financial Group's Block Inc position peaked at $1.26M in Q2 2019.
  • 788 funds tracked by Wall St. Rank held Block Inc as of Q4 2019.

Based on CMC Financial Group's 13F filing for Q4 2019, filed 7 Feb 2020.