Grandfield & Dodd’s Block Inc XYZ Stock Holding History

Grandfield & Dodd’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	-1,000	Closed	-$240K	–	213
2021 Q3	$240K	Buy	+1,000	New	+$257K	0.02%	189

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Grandfield & Dodd's XYZ Position: Q4 2021 in Review

Grandfield & Dodd sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,000 shares — an estimated $240K sold.

Grandfield & Dodd first reported a position in XYZ in Q3 2021 and held it in 1 quarter. The position peaked at $240K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Grandfield & Dodd reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Grandfield & Dodd sold 1,000 Block Inc shares in Q4 2021, an estimated $240K.
Grandfield & Dodd first reported a position in Block Inc in Q3 2021 and held it in 1 quarter.
Grandfield & Dodd's Block Inc position peaked at $240K in Q3 2021.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Grandfield & Dodd's 13F filing for Q4 2021, filed 8 Feb 2022.