DIM
XYZ

Delta Investment Management’s Block Inc XYZ Stock Holding History

Delta 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
2021
Q2 		– Sell
-10,180
Closed -$2.31M – 187
2021
Q1 		$2.31M Buy
+10,180
New +$2.38M 0.74% 49

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 34.61% 1-Year Est. Return
State Street
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Delta Investment Management's XYZ Position: Q2 2021 in Review

Delta Investment Management sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 10,180 shares — an estimated $2.31M sold.

Delta Investment Management first reported a position in XYZ in Q1 2021 and held it in 1 quarter. The position peaked at $2.31M in Q1 2021. 1,349 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Delta Investment Management reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Delta Investment Management sold 10,180 Block Inc shares in Q2 2021, an estimated $2.31M.
  • Delta Investment Management first reported a position in Block Inc in Q1 2021 and held it in 1 quarter.
  • Delta Investment Management's Block Inc position peaked at $2.31M in Q1 2021.
  • 1,349 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Delta Investment Management's 13F filing for Q2 2021, filed 6 Aug 2021.