KC
XYZ

KCL Capital’s Block Inc XYZ Stock Holding History

KCL Capital’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
Q3 		– Sell
-75,000
Closed -$18.3M – 63
2021
Q2 		$18.3M Buy
75,000
+50,000
+200% +$11.6M 2.65% 13
2021
Q1 		$5.68M Buy
25,000
+22,978
+1,136% +$5.37M 0.53% 26
2020
Q4 		$440K Buy
2,022
+17
+0.8% +$3.32K 0.04% 60
2020
Q3 		$326K Buy
+2,005
New +$283K 0.03% 62

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

KCL Capital's XYZ Position: Q3 2021 in Review

KCL Capital sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 75,000 shares — an estimated $18.3M sold.

KCL Capital first reported a position in XYZ in Q3 2020 and held it in 4 quarters. The position peaked at $18.3M in Q2 2021. 1,377 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • KCL Capital reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • KCL Capital sold 75,000 Block Inc shares in Q3 2021, an estimated $18.3M.
  • KCL Capital first reported a position in Block Inc in Q3 2020 and held it in 4 quarters.
  • KCL Capital's Block Inc position peaked at $18.3M in Q2 2021.
  • 1,377 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on KCL Capital's 13F filing for Q3 2021, filed 15 Nov 2021.