EARNEST Partners’s Block Inc XYZ Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-186	Closed	-$8.23K	–	1130
2023 Q3	$8.23K	Hold	186	–	–	﹤0.01%	683
2023 Q2	$12.4K	Hold	186	–	–	﹤0.01%	580
2023 Q1	$12.8K	Hold	186	–	–	﹤0.01%	571
2022 Q4	$11.7K	Hold	186	–	–	﹤0.01%	587
2022 Q3	$10K	Hold	186	–	–	﹤0.01%	598
2022 Q2	$11K	Hold	186	–	–	﹤0.01%	595
2022 Q1	$25K	Hold	186	–	–	﹤0.01%	451
2021 Q4	$30K	Hold	186	–	–	﹤0.01%	421
2021 Q3	$45K	Hold	186	–	–	﹤0.01%	350
2021 Q2	$45K	Hold	186	–	–	﹤0.01%	348
2021 Q1	$42K	Hold	186	–	–	﹤0.01%	352
2020 Q4	$40K	Hold	186	–	–	﹤0.01%	342
2020 Q3	$30K	Hold	186	–	–	﹤0.01%	350
2020 Q2	$20K	Hold	186	–	–	﹤0.01%	408
2020 Q1	$10K	Hold	186	–	–	﹤0.01%	520
2019 Q4	$12K	Hold	186	–	–	﹤0.01%	562
2019 Q3	$12K	Hold	186	–	–	﹤0.01%	555
2019 Q2	$13K	Hold	186	–	–	﹤0.01%	531
2019 Q1	$14K	Hold	186	–	–	﹤0.01%	509
2018 Q4	$10K	Hold	186	–	–	﹤0.01%	552
2018 Q3	$18K	Hold	186	–	–	﹤0.01%	451
2018 Q2	$11K	Hold	186	–	–	﹤0.01%	557
2018 Q1	$9K	Hold	186	–	–	﹤0.01%	598
2017 Q4	$6K	Buy	+186	New	+$6.81K	﹤0.01%	707

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

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

AIM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

EARNEST Partners's XYZ Position: Q4 2023 in Review

EARNEST Partners sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 186 shares — an estimated $8.23K sold.

EARNEST Partners first reported a position in XYZ in Q4 2017 and held it in 24 quarters. The position peaked at $45K in Q3 2021. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

EARNEST Partners reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 186 Block Inc shares in Q4 2023, an estimated $8.23K.
EARNEST Partners first reported a position in Block Inc in Q4 2017 and held it in 24 quarters.
EARNEST Partners's Block Inc position peaked at $45K in Q3 2021.
1,030 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.