CPIM
XYZ

Columbia Partners Investment Management’s Block Inc XYZ Stock Holding History

Columbia Partners Investment Management’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
2018
Q4 		$1.69M Sell
30,129
-24,365
-45% -$1.72M 0.66% 45
2018
Q3 		$5.39M Hold
54,494
– – 1.38% 19
2018
Q2 		$3.36M Hold
54,494
– – 0.96% 25
2018
Q1 		$2.68M Buy
54,494
+17,550
+48% +$806K 0.34% 84
2017
Q4 		$1.28M Buy
+36,944
New +$1.35M 0.17% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Columbia Partners Investment Management's XYZ Position: Q4 2018 in Review

Columbia Partners Investment Management reduced its Block Inc (XYZ) stake by 45% in Q4 2018, selling an estimated $1.72M and leaving 30,129 shares worth $1.69M. The position accounts for 0.66% of the portfolio, ranked #45.

Columbia Partners Investment Management first reported a position in XYZ in Q4 2017 and has held it in 5 quarters since. The position peaked at $5.39M in Q3 2018. 656 funds tracked by Wall St. Rank hold XYZ as of Q4 2018.

  • Columbia Partners Investment Management held 30,129 shares of Block Inc worth $1.69M as of Q4 2018.
  • Columbia Partners Investment Management sold 24,365 Block Inc shares in Q4 2018, an estimated $1.72M.
  • Block Inc made up 0.66% of Columbia Partners Investment Management's portfolio in Q4 2018, its #45 holding.
  • Columbia Partners Investment Management first reported a position in Block Inc in Q4 2017 and has held it in 5 quarters since.
  • Columbia Partners Investment Management's Block Inc position peaked at $5.39M in Q3 2018.
  • 656 funds tracked by Wall St. Rank held Block Inc as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.