Duncker Streett & Co’s Block Inc XYZ Stock Holding History

Duncker Streett & Co’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
2023 Q3	–	Sell	-20	Closed	-$1.33K	–	515
2023 Q2	$1.33K	Hold	20	–	–	﹤0.01%	468
2023 Q1	$1.37K	Hold	20	–	–	﹤0.01%	452
2022 Q4	$1.26K	Hold	20	–	–	﹤0.01%	476
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	466
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	479
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	446
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	476
2021 Q3	$5K	Sell	20 -200	-91%	-$51.4K	﹤0.01%	468
2021 Q2	$54K	Hold	220	–	–	0.01%	333
2021 Q1	$50K	Buy	220 +18	+9%	+$4.21K	0.01%	341
2020 Q4	$44K	Buy	202 +2	+1%	+$390	0.01%	349
2020 Q3	$33K	Hold	200	–	–	0.01%	352
2020 Q2	$21K	Hold	200	–	–	0.01%	386
2020 Q1	$10K	Sell	200 -100	-33%	-$6.84K	﹤0.01%	441
2019 Q4	$19K	Buy	+300	New	+$19.2K	﹤0.01%	430
2019 Q3	–	Sell	-200	Closed	-$15K	–	527
2019 Q2	$15K	Hold	200	–	–	﹤0.01%	466
2019 Q1	$15K	Buy	+200	New	+$14.5K	﹤0.01%	476

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Duncker Streett & Co's XYZ Position: Q3 2023 in Review

Duncker Streett & Co sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 20 shares — an estimated $1.33K sold.

Duncker Streett & Co first reported a position in XYZ in Q1 2019 and held it in 17 quarters. The position peaked at $54K in Q2 2021. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

Duncker Streett & Co reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
Duncker Streett & Co sold 20 Block Inc shares in Q3 2023, an estimated $1.33K.
Duncker Streett & Co first reported a position in Block Inc in Q1 2019 and held it in 17 quarters.
Duncker Streett & Co's Block Inc position peaked at $54K in Q2 2021.
888 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Duncker Streett & Co's 13F filing for Q3 2023, filed 26 Oct 2023.