EP
XYZ

Elkfork Partners’s Block Inc XYZ Stock Holding History

Elkfork 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
2019
Q3 		$345K Buy
5,566
+4,642
+502% +$315K 0.01% 690
2019
Q2 		$67K Sell
924
-2,882
-76% -$201K ﹤0.01% 988
2019
Q1 		$285K Buy
+3,806
New +$276K 0.01% 717
2017
Q4 		– Sell
-12,364
Closed -$356K – 1024
2017
Q3 		$356K Hold
12,364
– – 0.01% 577
2017
Q2 		$290K Buy
+12,364
New +$256K 0.01% 601

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elkfork Partners's XYZ Position: Q3 2019 in Review

Elkfork Partners increased its Block Inc (XYZ) stake by 502% in Q3 2019, buying an estimated $315K and bringing the position to 5,566 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #690.

Elkfork Partners first reported a position in XYZ in Q2 2017 and has held it in 5 quarters since. The position peaked at $356K in Q3 2017. 696 funds tracked by Wall St. Rank hold XYZ as of Q3 2019.

  • Elkfork Partners held 5,566 shares of Block Inc worth $345K as of Q3 2019.
  • Elkfork Partners bought 4,642 Block Inc shares in Q3 2019, an estimated $315K.
  • Block Inc made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #690 holding.
  • Elkfork Partners first reported a position in Block Inc in Q2 2017 and has held it in 5 quarters since.
  • Elkfork Partners's Block Inc position peaked at $356K in Q3 2017.
  • 696 funds tracked by Wall St. Rank held Block Inc as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.