EAMA
XYZ

EFG Asset Management (Americas)’s Block Inc XYZ Stock Holding History

EFG Asset Management (Americas)’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
Q2 		– Sell
-17,531
Closed -$2.38M – 138
2022
Q1 		$2.38M Sell
17,531
-189
-1% -$22.9K 0.44% 61
2021
Q4 		$2.86M Sell
17,720
-130
-0.7% -$28.2K 0.48% 64
2021
Q3 		$4.28M Sell
17,850
-1,275
-7% -$328K 0.76% 48
2021
Q2 		$4.66M Buy
19,125
+1,801
+10% +$418K 0.87% 38
2021
Q1 		$3.93M Sell
17,324
-5,967
-26% -$1.4M 0.8% 42
2020
Q4 		$5.07M Sell
23,291
-2,835
-11% -$553K 1.04% 35
2020
Q3 		$4.25M Sell
26,126
-21,480
-45% -$3.03M 0.95% 38
2020
Q2 		$5M Sell
47,606
-3,640
-7% -$279K 1.3% 27
2020
Q1 		$2.68M Buy
51,246
+444
+0.9% +$30.4K 0.86% 42
2019
Q4 		$3.18M Buy
50,802
+6,390
+14% +$408K 0.84% 47
2019
Q3 		$2.75M Buy
44,412
+5,801
+15% +$394K 0.83% 53
2019
Q2 		$2.8M Sell
38,611
-12,101
-24% -$845K 0.8% 58
2019
Q1 		$3.8M Sell
50,712
-5,825
-10% -$422K 1.15% 32
2018
Q4 		$3.17M Sell
56,537
-1,429
-2% -$101K 1.14% 35
2018
Q3 		$5.74M Buy
57,966
+5,312
+10% +$410K 1.64% 18
2018
Q2 		$3.25M Buy
52,654
+28,285
+116% +$1.56M 0.98% 32
2018
Q1 		$1.2M Buy
24,369
+4,266
+21% +$196K 0.5% 48
2017
Q4 		$697K Buy
20,103
+7,157
+55% +$262K 0.25% 84
2017
Q3 		$373K Buy
+12,946
New +$339K 0.14% 108

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EFG Asset Management (Americas)'s XYZ Position: Q2 2022 in Review

EFG Asset Management (Americas) sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 17,531 shares — an estimated $2.38M sold.

EFG Asset Management (Americas) first reported a position in XYZ in Q3 2017 and held it in 19 quarters. The position peaked at $5.74M in Q3 2018. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • EFG Asset Management (Americas) reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 17,531 Block Inc shares in Q2 2022, an estimated $2.38M.
  • EFG Asset Management (Americas) first reported a position in Block Inc in Q3 2017 and held it in 19 quarters.
  • EFG Asset Management (Americas)'s Block Inc position peaked at $5.74M in Q3 2018.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2022, filed 13 Jul 2022.