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Donaldson Capital Management’s Block Inc XYZ Stock Holding History

Donaldson Capital 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
2022
Q1 		– Sell
-5,511
Closed -$890K – 271
2021
Q4 		$890K Buy
5,511
+2,451
+80% +$531K 0.04% 133
2021
Q3 		$734K Buy
3,060
+1,594
+109% +$409K 0.04% 138
2021
Q2 		$357K Buy
1,466
+70
+5% +$16.2K 0.02% 216
2021
Q1 		$317K Buy
1,396
+453
+48% +$106K 0.02% 213
2020
Q4 		$205K Buy
+943
New +$184K 0.01% 227

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 $3.38T AUM 44.17% 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

Donaldson Capital Management's XYZ Position: Q1 2022 in Review

Donaldson Capital Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 5,511 shares — an estimated $890K sold.

Donaldson Capital Management first reported a position in XYZ in Q4 2020 and held it in 5 quarters. The position peaked at $890K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Donaldson Capital Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Donaldson Capital Management sold 5,511 Block Inc shares in Q1 2022, an estimated $890K.
  • Donaldson Capital Management first reported a position in Block Inc in Q4 2020 and held it in 5 quarters.
  • Donaldson Capital Management's Block Inc position peaked at $890K in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Donaldson Capital Management's 13F filing for Q1 2022, filed 13 May 2022.