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 $1.89T 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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

La Financiere de L'Echiquier's XYZ Position: Q4 2020 in Review

La Financiere de L'Echiquier sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 77,400 shares — an estimated $12.6M sold.

La Financiere de L'Echiquier first reported a position in XYZ in Q3 2018 and held it in 9 quarters. The position peaked at $12.6M in Q3 2020. 1,244 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

  • La Financiere de L'Echiquier reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
  • La Financiere de L'Echiquier sold 77,400 Block Inc shares in Q4 2020, an estimated $12.6M.
  • La Financiere de L'Echiquier first reported a position in Block Inc in Q3 2018 and held it in 9 quarters.
  • La Financiere de L'Echiquier's Block Inc position peaked at $12.6M in Q3 2020.
  • 1,244 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on La Financiere de L'Echiquier's 13F filing for Q4 2020, filed 4 Feb 2021.