EIM
XYZ

Essex Investment Management’s Block Inc XYZ Stock Holding History

Essex Investment 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
2023
Q2 		– Sell
-13,698
Closed -$940K – 416
2023
Q1 		$940K Buy
+13,698
New +$1.03M 0.14% 201
2018
Q3 		– Sell
-11,805
Closed -$728K – 436
2018
Q2 		$728K Sell
11,805
-8,143
-41% -$448K 0.09% 265
2018
Q1 		$981K Buy
19,948
+881
+5% +$40.4K 0.13% 212
2017
Q4 		$661K Sell
19,067
-46,053
-71% -$1.69M 0.09% 254
2017
Q3 		$1.88M Buy
+65,120
New +$1.7M 0.26% 131
2016
Q4 		– Sell
-21,953
Closed -$256K – 377
2016
Q3 		$256K Buy
21,953
+2,085
+10% +$22.8K 0.04% 308
2016
Q2 		$180K Buy
+19,868
New +$225K 0.03% 303

Other funds holding XYZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Essex Investment Management's XYZ Position: Q2 2023 in Review

Essex Investment Management sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 13,698 shares — an estimated $940K sold.

Essex Investment Management first reported a position in XYZ in Q2 2016 and held it in 7 quarters. The position peaked at $1.88M in Q3 2017. 969 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Essex Investment Management reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Essex Investment Management sold 13,698 Block Inc shares in Q2 2023, an estimated $940K.
  • Essex Investment Management first reported a position in Block Inc in Q2 2016 and held it in 7 quarters.
  • Essex Investment Management's Block Inc position peaked at $1.88M in Q3 2017.
  • 969 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.