DG
XYZ

David Goel’s Block Inc XYZ Stock Holding History

David Goel’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
2020
Q1 		– Sell
-95,700
Closed -$5.99M – 25
2019
Q4 		$5.99M Hold
95,700
– – 0.13% 21
2019
Q3 		$5.93M Sell
95,700
-2,004,300
-95% -$136M 0.15% 22
2019
Q2 		$152M Hold
2,100,000
– – 2.82% 13
2019
Q1 		$157M Hold
2,100,000
– – 4.2% 9
2018
Q4 		$118M Hold
2,100,000
– – 3.9% 10
2018
Q3 		$208M Hold
2,100,000
– – 5.14% 9
2018
Q2 		$129M Buy
2,100,000
+1,600,000
+320% +$88M 3.68% 11
2018
Q1 		$24.6M Buy
+500,000
New +$22.9M 0.86% 19

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

David Goel's XYZ Position: Q1 2020 in Review

David Goel sold out of Block Inc (XYZ) in Q1 2020, closing a stake of 95,700 shares — an estimated $5.99M sold.

David Goel first reported a position in XYZ in Q1 2018 and held it in 8 quarters. The position peaked at $208M in Q3 2018. 757 funds tracked by Wall St. Rank hold XYZ as of Q1 2020.

  • David Goel reported no remaining Block Inc position as of Q1 2020 after selling out during the quarter.
  • David Goel sold 95,700 Block Inc shares in Q1 2020, an estimated $5.99M.
  • David Goel first reported a position in Block Inc in Q1 2018 and held it in 8 quarters.
  • David Goel's Block Inc position peaked at $208M in Q3 2018.
  • 757 funds tracked by Wall St. Rank held Block Inc as of Q1 2020.

Based on Matrix Capital Management Company's 13F filing for Q1 2020, filed 15 May 2020.