EA
XYZ

Emerald Advisers’s Block Inc XYZ Stock Holding History

Emerald Advisers’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
2021
Q3 		– Sell
-1,330
Closed -$324K – 292
2021
Q2 		$324K Buy
+1,330
New +$308K 0.01% 218
2018
Q4 		– Sell
-4,831
Closed -$478K – 270
2018
Q3 		$478K Sell
4,831
-1,670
-26% -$129K 0.02% 211
2018
Q2 		$401K Sell
6,501
-196
-3% -$10.8K 0.02% 215
2018
Q1 		$329K Buy
+6,697
New +$307K 0.01% 224

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Emerald Advisers's XYZ Position: Q3 2021 in Review

Emerald Advisers sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 1,330 shares — an estimated $324K sold.

Emerald Advisers first reported a position in XYZ in Q1 2018 and held it in 4 quarters. The position peaked at $478K in Q3 2018. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Emerald Advisers reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • Emerald Advisers sold 1,330 Block Inc shares in Q3 2021, an estimated $324K.
  • Emerald Advisers first reported a position in Block Inc in Q1 2018 and held it in 4 quarters.
  • Emerald Advisers's Block Inc position peaked at $478K in Q3 2018.
  • 1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Emerald Advisers's 13F filing for Q3 2021, filed 28 Oct 2021.