LFDLE
XYZ

La Financiere de L'Echiquier’s Block Inc XYZ Stock Holding History

La Financiere de L'Echiquier’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
2020
Q4 		– Sell
-77,400
Closed -$12.6M – 86
2020
Q3 		$12.6M Sell
77,400
-37,000
-32% -$5.22M 0.87% 38
2020
Q2 		$12M Buy
114,400
+45,835
+67% +$3.51M 0.95% 32
2020
Q1 		$3.59M Buy
68,565
+16,711
+32% +$1.14M 0.43% 37
2019
Q4 		$3.24M Buy
51,854
+29,800
+135% +$1.9M 0.38% 24
2019
Q3 		$1.37M Buy
22,054
+8,200
+59% +$557K 0.16% 38
2019
Q2 		$1M Sell
13,854
-15,457
-53% -$1.08M 0.15% 36
2019
Q1 		$2.2M Buy
29,311
+226
+0.8% +$16.4K 0.36% 28
2018
Q4 		$1.63M Buy
29,085
+25,865
+803% +$1.83M 0.32% 27
2018
Q3 		$319K Buy
+3,220
New +$248K 0.06% 38

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return