Ironvine Capital Partners’s Block Inc XYZ Stock Holding History

Ironvine Capital Partners’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 Q1	–	Sell	-66	Closed	-$4K	–	77
2019 Q4	$4K	Buy	+66	New	+$4.22K	﹤0.01%	76

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ironvine Capital Partners's XYZ Position: Q1 2020 in Review

Ironvine Capital Partners sold out of Block Inc (XYZ) in Q1 2020, closing a stake of 66 shares — an estimated $4K sold.

Ironvine Capital Partners first reported a position in XYZ in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 756 funds tracked by Wall St. Rank hold XYZ as of Q1 2020.

Ironvine Capital Partners reported no remaining Block Inc position as of Q1 2020 after selling out during the quarter.
Ironvine Capital Partners sold 66 Block Inc shares in Q1 2020, an estimated $4K.
Ironvine Capital Partners first reported a position in Block Inc in Q4 2019 and held it in 1 quarter.
Ironvine Capital Partners's Block Inc position peaked at $4K in Q4 2019.
756 funds tracked by Wall St. Rank held Block Inc as of Q1 2020.

Based on Ironvine Capital Partners's 13F filing for Q1 2020, filed 29 Apr 2020.