EMFO LLC’s Block Inc XYZ Stock Holding History

EMFO LLC’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 Q2	–	Sell	-800	Closed	-$54.9K	–	314
2023 Q1	$54.9K	Hold	800	–	–	0.05%	166
2022 Q4	$50.3K	Hold	800	–	–	0.05%	160
2022 Q3	$44K	Hold	800	–	–	0.04%	182
2022 Q2	$49K	Hold	800	–	–	0.05%	185
2022 Q1	$108K	Hold	800	–	–	0.1%	143
2021 Q4	$129K	Hold	800	–	–	0.11%	129
2021 Q3	$192K	Hold	800	–	–	0.17%	106
2021 Q2	$195K	Buy	+800	New	+$186K	0.17%	100

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

AIM

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

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

EMFO LLC's XYZ Position: Q2 2023 in Review

EMFO LLC sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 800 shares — an estimated $54.9K sold.

EMFO LLC first reported a position in XYZ in Q2 2021 and held it in 8 quarters. The position peaked at $195K in Q2 2021. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

EMFO LLC reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
EMFO LLC sold 800 Block Inc shares in Q2 2023, an estimated $54.9K.
EMFO LLC first reported a position in Block Inc in Q2 2021 and held it in 8 quarters.
EMFO LLC's Block Inc position peaked at $195K in Q2 2021.
968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on EMFO LLC's 13F filing for Q2 2023, filed 3 Aug 2023.