Enlightenment Research’s Block Inc XYZ Stock Holding History

Enlightenment Research’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	-4,000	Closed	-$542K	–	189
2022 Q1	$542K	Buy	+4,000	New	+$484K	0.72%	38
2021 Q4	–	Sell	-8,000	Closed	-$1.92M	–	209
2021 Q3	$1.92M	Buy	8,000 +6,099	+321%	+$1.57M	2.34%	5
2021 Q2	$463K	Buy	+1,901	New	+$441K	0.59%	48
2021 Q1	–	Sell	-27,900	Closed	-$6.07M	–	200
2020 Q4	$6.07M	Buy	27,900 +24,800	+800%	+$4.84M	8.57%	1
2020 Q3	$504K	Sell	3,100 -3,900	-56%	-$551K	1.49%	21
2020 Q2	$735K	Sell	7,000 -8,915	-56%	-$683K	1.75%	17
2020 Q1	$1.33M	Buy	15,915 +12,115	+319%	+$829K	1.41%	7
2019 Q4	$238K	Buy	+3,800	New	+$243K	1.11%	39
2019 Q3	–	Sell	-17,200	Closed	-$1.25M	–	292
2019 Q2	$1.25M	Buy	17,200 +6,000	+54%	+$419K	0.64%	32
2019 Q1	$839K	Buy	11,200 +6,500	+138%	+$471K	1.63%	18
2018 Q4	$264K	Buy	+4,700	New	+$332K	0.33%	64

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Enlightenment Research's XYZ Position: Q2 2022 in Review

Enlightenment Research sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 4,000 shares — an estimated $542K sold.

Enlightenment Research first reported a position in XYZ in Q4 2018 and held it in 11 quarters. The position peaked at $6.07M in Q4 2020. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Enlightenment Research reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Enlightenment Research sold 4,000 Block Inc shares in Q2 2022, an estimated $542K.
Enlightenment Research first reported a position in Block Inc in Q4 2018 and held it in 11 quarters.
Enlightenment Research's Block Inc position peaked at $6.07M in Q4 2020.
1,028 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.