Howard Capital Management (New York)’s Block Inc XYZ Stock Holding History

Howard Capital Management (New York)’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
2020 Q4	$769K	Buy	3,533 +33	+0.9%	+$6.44K	0.09%	54
2020 Q3	$569K	Hold	3,500	–	–	0.07%	58
2020 Q2	$367K	Sell	3,500 -2,500	-42%	-$191K	0.05%	79
2020 Q1	$314K	Hold	6,000	–	–	0.05%	78
2019 Q4	$375K	Sell	6,000 -6,000	-50%	-$383K	0.05%	84
2019 Q3	$743K	Buy	+12,000	New	+$815K	0.11%	71
2017 Q2	–	Sell	-30,000	Closed	-$518K	–	113
2017 Q1	$518K	Buy	+30,000	New	+$469K	0.09%	74

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

AIM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Howard Capital Management (New York)'s XYZ Position: Q4 2020 in Review

Howard Capital Management (New York) increased its Block Inc (XYZ) stake by 0.94% in Q4 2020, buying an estimated $6.44K and bringing the position to 3,533 shares worth $769K. The position accounts for 0.09% of the portfolio, ranked #54.

Howard Capital Management (New York) first reported a position in XYZ in Q1 2017 and has held it in 7 quarters since. 1,241 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

Howard Capital Management (New York) held 3,533 shares of Block Inc worth $769K as of Q4 2020.
Howard Capital Management (New York) bought 33 Block Inc shares in Q4 2020, an estimated $6.44K.
Block Inc made up 0.09% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #54 holding.
Howard Capital Management (New York) first reported a position in Block Inc in Q1 2017 and has held it in 7 quarters since.
1,241 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.