Kathryn A. Hall’s Block Inc XYZ Stock Holding History

Kathryn A. Hall’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
2019 Q3	–	Sell	-6,248	Closed	-$453K	–	39
2019 Q2	$453K	Buy	+6,248	New	+$437K	0.36%	30
2017 Q3	–	Sell	-38,888	Closed	-$912K	–	7
2017 Q2	$912K	Buy	+38,888	New	+$804K	1.15%	4

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

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

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

Kathryn A. Hall's XYZ Position: Q3 2019 in Review

Kathryn A. Hall sold out of Block Inc (XYZ) in Q3 2019, closing a stake of 6,248 shares — an estimated $453K sold.

Kathryn A. Hall first reported a position in XYZ in Q2 2017 and held it in 2 quarters. The position peaked at $912K in Q2 2017. 696 funds tracked by Wall St. Rank hold XYZ as of Q3 2019.

Kathryn A. Hall reported no remaining Block Inc position as of Q3 2019 after selling out during the quarter.
Kathryn A. Hall sold 6,248 Block Inc shares in Q3 2019, an estimated $453K.
Kathryn A. Hall first reported a position in Block Inc in Q2 2017 and held it in 2 quarters.
Kathryn A. Hall's Block Inc position peaked at $912K in Q2 2017.
696 funds tracked by Wall St. Rank held Block Inc as of Q3 2019.

Based on Kathryn A. Hall's 13F filing for Q3 2019, filed 14 Nov 2019.