IberiaBank’s Block Inc XYZ Stock Holding History

IberiaBank’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 Q3	–	Sell	-2,960	Closed	-$215K	–	253
2019 Q2	$215K	Hold	2,960	–	–	0.02%	234
2019 Q1	$222K	Buy	+2,960	New	+$215K	0.03%	232
2018 Q4	–	Sell	-2,975	Closed	-$295K	–	297
2018 Q3	$295K	Buy	+2,975	New	+$229K	0.04%	226

Other funds holding XYZ

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

IberiaBank's XYZ Position: Q3 2019 in Review

IberiaBank sold out of Block Inc (XYZ) in Q3 2019, closing a stake of 2,960 shares — an estimated $215K sold.

IberiaBank first reported a position in XYZ in Q3 2018 and held it in 3 quarters. The position peaked at $295K in Q3 2018. 695 funds tracked by Wall St. Rank hold XYZ as of Q3 2019.

IberiaBank reported no remaining Block Inc position as of Q3 2019 after selling out during the quarter.
IberiaBank sold 2,960 Block Inc shares in Q3 2019, an estimated $215K.
IberiaBank first reported a position in Block Inc in Q3 2018 and held it in 3 quarters.
IberiaBank's Block Inc position peaked at $295K in Q3 2018.
695 funds tracked by Wall St. Rank held Block Inc as of Q3 2019.

Based on IberiaBank's 13F filing for Q3 2019, filed 25 Oct 2019.