LBD
XYZ

Landsberg Bennett & Dubbaneh’s Block Inc XYZ Stock Holding History

Landsberg Bennett & Dubbaneh’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 		$392K Buy
1,637
+143
+10% +$36.7K 0.05% 193
2021
Q2 		$372K Buy
1,494
+209
+16% +$48.5K 0.05% 203
2021
Q1 		$295K Buy
+1,285
New +$301K 0.04% 218
2020
Q1 		– Sell
-5,276
Closed -$326K – 241
2019
Q4 		$326K Sell
5,276
-5,592
-51% -$357K 0.08% 195
2019
Q3 		$660K Sell
10,868
-537
-5% -$36.5K 0.18% 120
2019
Q2 		$835K Buy
+11,405
New +$797K 0.22% 109

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 $6.73T AUM 46.02% 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 $167B AUM 44.17% 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 $3.37T AUM 44.26% 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

Landsberg Bennett & Dubbaneh's XYZ Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its Block Inc (XYZ) stake by 9.6% in Q3 2021, buying an estimated $36.7K and bringing the position to 1,637 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #193.

Landsberg Bennett & Dubbaneh first reported a position in XYZ in Q2 2019 and has held it in 6 quarters since. The position peaked at $835K in Q2 2019. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Landsberg Bennett & Dubbaneh held 1,637 shares of Block Inc worth $392K as of Q3 2021.
  • Landsberg Bennett & Dubbaneh bought 143 Block Inc shares in Q3 2021, an estimated $36.7K.
  • Block Inc made up 0.05% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #193 holding.
  • Landsberg Bennett & Dubbaneh first reported a position in Block Inc in Q2 2019 and has held it in 6 quarters since.
  • Landsberg Bennett & Dubbaneh's Block Inc position peaked at $835K in Q2 2019.
  • 1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.