CRI
XYZ

Colonial River Investments’s Block Inc XYZ Stock Holding History

Colonial River 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
-8,301
Closed -$2.09M – 254
2021
Q3 		$2.09M Buy
8,301
+7,369
+791% +$1.89M 1.48% 25
2021
Q2 		$227K Buy
932
+21
+2% +$4.87K 0.16% 141
2021
Q1 		$207K Buy
911
+132
+17% +$30.9K 0.17% 130
2020
Q4 		$201 Buy
+779
New +$152K 0.09% 132

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Sands Capital Management
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Fidelity Investments
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Jennison Associates
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Goldman Sachs
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State Street
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return