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Kennedy Capital Management’s Block Inc XYZ Stock Holding History

Kennedy Capital 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
2017
Q2 		– Sell
-367,689
Closed -$6.35M – 757
2017
Q1 		$6.35M Sell
367,689
-352
-0.1% -$5.51K 0.11% 323
2016
Q4 		$5.02M Buy
+368,041
New +$4.58M 0.09% 417

Other funds holding XYZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kennedy Capital Management's XYZ Position: Q2 2017 in Review

Kennedy Capital Management sold out of Block Inc (XYZ) in Q2 2017, closing a stake of 367,689 shares — an estimated $6.35M sold.

Kennedy Capital Management first reported a position in XYZ in Q4 2016 and held it in 2 quarters. The position peaked at $6.35M in Q1 2017. 290 funds tracked by Wall St. Rank hold XYZ as of Q2 2017.

  • Kennedy Capital Management reported no remaining Block Inc position as of Q2 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 367,689 Block Inc shares in Q2 2017, an estimated $6.35M.
  • Kennedy Capital Management first reported a position in Block Inc in Q4 2016 and held it in 2 quarters.
  • Kennedy Capital Management's Block Inc position peaked at $6.35M in Q1 2017.
  • 290 funds tracked by Wall St. Rank held Block Inc as of Q2 2017.

Based on Kennedy Capital Management's 13F filing for Q2 2017, filed 10 Aug 2017.