JPMIA
XYZ

J.P. Marvel Investment Advisors’s Block Inc XYZ Stock Holding History

J.P. Marvel Investment Advisors’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
Q2 		– Sell
-40,782
Closed -$2.14M – 68
2020
Q1 		$2.14M Sell
40,782
-860
-2% -$58.8K 0.81% 37
2019
Q4 		$2.6M Sell
41,642
-2,310
-5% -$148K 0.75% 42
2019
Q3 		$2.72M Buy
+43,952
New +$2.99M 0.87% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J.P. Marvel Investment Advisors's XYZ Position: Q2 2020 in Review

J.P. Marvel Investment Advisors sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 40,782 shares — an estimated $2.14M sold.

J.P. Marvel Investment Advisors first reported a position in XYZ in Q3 2019 and held it in 3 quarters. The position peaked at $2.72M in Q3 2019. 865 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

  • J.P. Marvel Investment Advisors reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
  • J.P. Marvel Investment Advisors sold 40,782 Block Inc shares in Q2 2020, an estimated $2.14M.
  • J.P. Marvel Investment Advisors first reported a position in Block Inc in Q3 2019 and held it in 3 quarters.
  • J.P. Marvel Investment Advisors's Block Inc position peaked at $2.72M in Q3 2019.
  • 865 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2020, filed 9 Sep 2021.