ICRM
XYZ

Insight Capital Research & Management’s Block Inc XYZ Stock Holding History

Insight Capital Research & 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
2017
Q3 		$3.24M Sell
112,468
-32,163
-22% -$842K 1.83% 10
2017
Q2 		$3.39M Buy
144,631
+3,940
+3% +$81.4K 1.99% 6
2017
Q1 		$2.43M Buy
+140,691
New +$2.2M 1.37% 28

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Insight Capital Research & Management's XYZ Position: Q3 2017 in Review

Insight Capital Research & Management reduced its Block Inc (XYZ) stake by 22% in Q3 2017, selling an estimated $842K and leaving 112,468 shares worth $3.24M. The position accounts for 1.83% of the portfolio, ranked #10.

Insight Capital Research & Management first reported a position in XYZ in Q1 2017 and has held it in 3 quarters since. The position peaked at $3.39M in Q2 2017. 326 funds tracked by Wall St. Rank hold XYZ as of Q3 2017.

  • Insight Capital Research & Management held 112,468 shares of Block Inc worth $3.24M as of Q3 2017.
  • Insight Capital Research & Management sold 32,163 Block Inc shares in Q3 2017, an estimated $842K.
  • Block Inc made up 1.83% of Insight Capital Research & Management's portfolio in Q3 2017, its #10 holding.
  • Insight Capital Research & Management first reported a position in Block Inc in Q1 2017 and has held it in 3 quarters since.
  • Insight Capital Research & Management's Block Inc position peaked at $3.39M in Q2 2017.
  • 326 funds tracked by Wall St. Rank held Block Inc as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.