ECM
XYZ

Engle Capital Management’s Block Inc XYZ Stock Holding History

Engle Capital Management’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
Q4 		– Sell
-111,000
Closed -$26.6M – 26
2021
Q3 		$26.6M Buy
+111,000
New +$28.5M 4.41% 9
2017
Q4 		– Sell
-80,000
Closed -$2.31M – 31
2017
Q3 		$2.31M Sell
80,000
-7,700
-9% -$202K 1.11% 22
2017
Q2 		$2.06M Sell
87,700
-218,300
-71% -$4.51M 1.26% 21
2017
Q1 		$5.29M Buy
+306,000
New +$4.79M 3.21% 13

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $175B AUM 40.63% 1-Year Est. Return

Engle Capital Management's XYZ Position: Q4 2021 in Review

Engle Capital Management sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 111,000 shares — an estimated $26.6M sold.

Engle Capital Management first reported a position in XYZ in Q1 2017 and held it in 4 quarters. The position peaked at $26.6M in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Engle Capital Management reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Engle Capital Management sold 111,000 Block Inc shares in Q4 2021, an estimated $26.6M.
  • Engle Capital Management first reported a position in Block Inc in Q1 2017 and held it in 4 quarters.
  • Engle Capital Management's Block Inc position peaked at $26.6M in Q3 2021.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Engle Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.