HCM
XYZ

Horan Capital Management’s Block Inc XYZ Stock Holding History

Horan Capital 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
2019
Q2 		– Sell
-10,600
Closed -$794K – 64
2019
Q1 		$794K Sell
10,600
-400
-4% -$29K 0.15% 46
2018
Q4 		$616K Sell
11,000
-400
-4% -$28.2K 0.13% 46
2018
Q3 		$1.13M Sell
11,400
-3,500
-23% -$270K 0.21% 39
2018
Q2 		$918K Buy
14,900
+1,000
+7% +$55K 0.18% 43
2018
Q1 		$683K Buy
13,900
+7,500
+117% +$344K 0.15% 41
2017
Q4 		$221K Buy
+6,400
New +$234K 0.04% 66

Other funds holding XYZ

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return