IIM
XYZ

Ipswich Investment Management’s Block Inc XYZ Stock Holding History

Ipswich Investment 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
2021
Q4 		– Sell
-860
Closed -$206K – 204
2021
Q3 		$206K Hold
860
– – 0.05% 189
2021
Q2 		$210K Buy
+860
New +$199K 0.05% 188
2019
Q1 		– Sell
-860
Closed -$48K – 403
2018
Q4 		$48K Buy
+860
New +$60.7K 0.02% 275
2016
Q2 		– Sell
-800
Closed -$8K – 333
2016
Q1 		$8K Buy
+800
New +$8.66K ﹤0.01% 341

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Ipswich Investment Management's XYZ Position: Q4 2021 in Review

Ipswich Investment Management sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 860 shares — an estimated $206K sold.

Ipswich Investment Management first reported a position in XYZ in Q1 2016 and held it in 4 quarters. The position peaked at $210K in Q2 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Ipswich Investment Management reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Ipswich Investment Management sold 860 Block Inc shares in Q4 2021, an estimated $206K.
  • Ipswich Investment Management first reported a position in Block Inc in Q1 2016 and held it in 4 quarters.
  • Ipswich Investment Management's Block Inc position peaked at $210K in Q2 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Ipswich Investment Management's 13F filing for Q4 2021, filed 24 Jan 2022.