Gratus Capital’s Block Inc XYZ Stock Holding History

Gratus Capital’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	-34,703	Closed	-$8.32M	–	209
2021 Q3	$8.32M	Buy	34,703 +1,364	+4%	+$350K	0.89%	48
2021 Q2	$8.13M	Buy	+33,339	New	+$7.73M	0.9%	48

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

Gratus Capital's XYZ Position: Q4 2021 in Review

Gratus Capital sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 34,703 shares — an estimated $8.32M sold.

Gratus Capital first reported a position in XYZ in Q2 2021 and held it in 2 quarters. The position peaked at $8.32M in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Gratus Capital reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Gratus Capital sold 34,703 Block Inc shares in Q4 2021, an estimated $8.32M.
Gratus Capital first reported a position in Block Inc in Q2 2021 and held it in 2 quarters.
Gratus Capital's Block Inc position peaked at $8.32M in Q3 2021.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Gratus Capital's 13F filing for Q4 2021, filed 31 Jan 2022.