Gries Financial’s Block Inc XYZ Stock Holding History

Gries Financial’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 Q1	–	Sell	-7,358	Closed	-$1.19M	–	168
2021 Q4	$1.19M	Sell	7,358 -128	-2%	-$27.7K	0.49%	56
2021 Q3	$1.79M	Hold	7,486	–	–	0.56%	52
2021 Q2	$1.99M	Sell	7,486 -875	-10%	-$203K	0.64%	48
2021 Q1	$1.65M	Buy	+8,361	New	+$1.96M	0.53%	59

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Gries Financial's XYZ Position: Q1 2022 in Review

Gries Financial sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 7,358 shares — an estimated $1.19M sold.

Gries Financial first reported a position in XYZ in Q1 2021 and held it in 4 quarters. The position peaked at $1.99M in Q2 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

Gries Financial reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
Gries Financial sold 7,358 Block Inc shares in Q1 2022, an estimated $1.19M.
Gries Financial first reported a position in Block Inc in Q1 2021 and held it in 4 quarters.
Gries Financial's Block Inc position peaked at $1.99M in Q2 2021.
1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Gries Financial's 13F filing for Q1 2022, filed 29 Apr 2022.