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Girard Partners’s Block Inc XYZ Stock Holding History

Girard Partners’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
-1,101
Closed -$264K – 264
2021
Q3 		$264K Sell
1,101
-120
-10% -$30.8K 0.03% 200
2021
Q2 		$297K Sell
1,221
-200
-14% -$46.4K 0.04% 200
2021
Q1 		$322K Buy
1,421
+22
+2% +$5.15K 0.05% 182
2020
Q4 		$304K Buy
1,399
+120
+9% +$23.4K 0.05% 188
2020
Q3 		$207K Buy
+1,279
New +$181K 0.03% 202
2018
Q4 		– Sell
-1,400
Closed -$138K – 850
2018
Q3 		$138K Buy
+1,400
New +$108K 0.02% 286

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Girard Partners's XYZ Position: Q4 2021 in Review

Girard Partners sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,101 shares — an estimated $264K sold.

Girard Partners first reported a position in XYZ in Q3 2018 and held it in 6 quarters. The position peaked at $322K in Q1 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Girard Partners reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Girard Partners sold 1,101 Block Inc shares in Q4 2021, an estimated $264K.
  • Girard Partners first reported a position in Block Inc in Q3 2018 and held it in 6 quarters.
  • Girard Partners's Block Inc position peaked at $322K in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Girard Partners's 13F filing for Q4 2021, filed 2 Feb 2022.