KIM
XYZ

Karpus Investment Management’s Block Inc XYZ Stock Holding History

Karpus 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
Q2 		– Sell
-2,000
Closed -$454K – 329
2021
Q1 		$454K Buy
+2,000
New +$468K 0.01% 249
2018
Q4 		– Sell
-2,500
Closed -$248K – 226
2018
Q3 		$248K Buy
+2,500
New +$193K 0.01% 174

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Karpus Investment Management's XYZ Position: Q2 2021 in Review

Karpus Investment Management sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 2,000 shares — an estimated $454K sold.

Karpus Investment Management first reported a position in XYZ in Q3 2018 and held it in 2 quarters. The position peaked at $454K in Q1 2021. 1,351 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

  • Karpus Investment Management reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
  • Karpus Investment Management sold 2,000 Block Inc shares in Q2 2021, an estimated $454K.
  • Karpus Investment Management first reported a position in Block Inc in Q3 2018 and held it in 2 quarters.
  • Karpus Investment Management's Block Inc position peaked at $454K in Q1 2021.
  • 1,351 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Karpus Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.