DH
XYZ

Dennis Hong’s Block Inc XYZ Stock Holding History

Dennis Hong’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
2022
Q1 		– Sell
-443,240
Closed -$71.6M – 6
2021
Q4 		$71.6M Sell
443,240
-167,100
-27% -$36.2M 8.83% 3
2021
Q3 		$146M Sell
610,340
-55,500
-8% -$14.3M 15.27% 3
2021
Q2 		$162M Buy
665,840
+93,500
+16% +$21.7M 15.41% 3
2021
Q1 		$130M Buy
572,340
+74,600
+15% +$17.5M 16.2% 3
2020
Q4 		$108M Sell
497,740
-65,359
-12% -$12.7M 15.29% 4
2020
Q3 		$91.5M Sell
563,099
-252,053
-31% -$35.6M 18.6% 3
2020
Q2 		$85.5M Buy
+815,152
New +$62.4M 19.16% 3

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Dennis Hong's XYZ Position: Q1 2022 in Review

Dennis Hong sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 443,240 shares — an estimated $71.6M sold.

Dennis Hong first reported a position in XYZ in Q2 2020 and held it in 7 quarters. The position peaked at $162M in Q2 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Dennis Hong reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Dennis Hong sold 443,240 Block Inc shares in Q1 2022, an estimated $71.6M.
  • Dennis Hong first reported a position in Block Inc in Q2 2020 and held it in 7 quarters.
  • Dennis Hong's Block Inc position peaked at $162M in Q2 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on ShawSpring Partners's 13F filing for Q1 2022, filed 16 May 2022.