Cumberland Partners’s Block Inc XYZ Stock Holding History

Cumberland Partners’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
2023 Q3	–	Sell	-6,500	Closed	-$433K	–	194
2023 Q2	$433K	Buy	+6,500	New	+$406K	0.04%	139

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Cumberland Partners's XYZ Position: Q3 2023 in Review

Cumberland Partners sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 6,500 shares — an estimated $433K sold.

Cumberland Partners first reported a position in XYZ in Q2 2023 and held it in 1 quarter. The position peaked at $433K in Q2 2023. 886 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

Cumberland Partners reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
Cumberland Partners sold 6,500 Block Inc shares in Q3 2023, an estimated $433K.
Cumberland Partners first reported a position in Block Inc in Q2 2023 and held it in 1 quarter.
Cumberland Partners's Block Inc position peaked at $433K in Q2 2023.
886 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Cumberland Partners's 13F filing for Q3 2023, filed 8 Nov 2023.