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Kingfisher Capital’s Block Inc XYZ Stock Holding History

Kingfisher 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
Q4 		– Sell
-8,823
Closed -$2.12M – 204
2021
Q3 		$2.12M Sell
8,823
-6,097
-41% -$1.57M 0.55% 74
2021
Q2 		$3.64M Buy
14,920
+171
+1% +$39.7K 0.93% 34
2021
Q1 		$3.35M Buy
14,749
+569
+4% +$133K 0.94% 29
2020
Q4 		$3.09M Buy
14,180
+634
+5% +$124K 0.93% 32
2020
Q3 		$2.2M Buy
13,546
+786
+6% +$111K 0.79% 43
2020
Q2 		$1.34M Buy
+12,760
New +$977K 0.59% 69

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Kingfisher Capital's XYZ Position: Q4 2021 in Review

Kingfisher Capital sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 8,823 shares — an estimated $2.12M sold.

Kingfisher Capital first reported a position in XYZ in Q2 2020 and held it in 6 quarters. The position peaked at $3.64M in Q2 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Kingfisher Capital reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Kingfisher Capital sold 8,823 Block Inc shares in Q4 2021, an estimated $2.12M.
  • Kingfisher Capital first reported a position in Block Inc in Q2 2020 and held it in 6 quarters.
  • Kingfisher Capital's Block Inc position peaked at $3.64M in Q2 2021.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Kingfisher Capital's 13F filing for Q4 2021, filed 25 Jan 2022.