Domini Impact Investments’s Block Inc XYZ Stock Holding History

Domini Impact Investments’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
2019 Q4	$403K	Sell	6,444 -8	-0.1%	-$511	5.31%	6
2019 Q3	$399K	Buy	6,452 +52	+0.8%	+$3.53K	6.19%	6
2019 Q2	$464K	Sell	6,400 -1,706	-21%	-$119K	6.44%	2
2019 Q1	$607K	Sell	8,106 -42	-0.5%	-$3.04K	9.31%	1
2018 Q4	$457K	Buy	8,148 +209	+3%	+$14.8K	9.21%	1
2018 Q3	$786K	Hold	7,939	–	–	11.16%	1
2018 Q2	$489K	Hold	7,939	–	–	8.43%	1
2018 Q1	$391K	Sell	7,939 -129	-2%	-$5.92K	7.67%	4
2017 Q4	$280K	Sell	8,068 -26	-0.3%	-$952	5.74%	8
2017 Q3	$233K	Buy	+8,094	New	+$212K	5.3%	10

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

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Domini Impact Investments's XYZ Position: Q4 2019 in Review

Domini Impact Investments reduced its Block Inc (XYZ) stake by 0.12% in Q4 2019, selling an estimated $511 and leaving 6,444 shares worth $403K. The position accounts for 5.31% of the portfolio, ranked #6.

Domini Impact Investments first reported a position in XYZ in Q3 2017 and has held it in 10 quarters since. The position peaked at $786K in Q3 2018. 785 funds tracked by Wall St. Rank hold XYZ as of Q4 2019.

Domini Impact Investments held 6,444 shares of Block Inc worth $403K as of Q4 2019.
Domini Impact Investments sold 8 Block Inc shares in Q4 2019, an estimated $511.
Block Inc made up 5.31% of Domini Impact Investments's portfolio in Q4 2019, its #6 holding.
Domini Impact Investments first reported a position in Block Inc in Q3 2017 and has held it in 10 quarters since.
Domini Impact Investments's Block Inc position peaked at $786K in Q3 2018.
785 funds tracked by Wall St. Rank held Block Inc as of Q4 2019.

Based on Domini Impact Investments's 13F filing for Q4 2019, filed 14 Feb 2020.