LJHT
XYZ

Laurie J. Hall Trustee’s Block Inc XYZ Stock Holding History

Laurie J. Hall Trustee’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
2023
Q3 		– Sell
-27
Closed -$2K – 278
2023
Q2 		$2K Hold
27
– – ﹤0.01% 259
2023
Q1 		$2K Buy
+27
New +$2.02K ﹤0.01% 253
2022
Q4 		– Sell
-220
Closed -$12K – 320
2022
Q3 		$12K Hold
220
– – 0.01% 239
2022
Q2 		$14K Sell
220
-220
-50% -$20.1K 0.01% 247
2022
Q1 		$60K Hold
440
– – 0.02% 173
2021
Q4 		$71K Hold
440
– – 0.03% 167
2021
Q3 		$106K Hold
440
– – 0.04% 145
2021
Q2 		$107K Hold
440
– – 0.04% 145
2021
Q1 		$100K Sell
440
-50
-10% -$11.7K 0.04% 155
2020
Q4 		$107K Buy
490
+190
+63% +$37.1K 0.04% 148
2020
Q3 		$49K Buy
+300
New +$42.4K 0.02% 178
2019
Q4 		$19K Hold
300
– – 0.01% 240
2019
Q3 		$19K Hold
300
– – 0.01% 227
2019
Q2 		$22K Hold
300
– – 0.01% 222
2019
Q1 		$22K Hold
300
– – 0.01% 223
2018
Q4 		$23K Buy
+300
New +$21.2K 0.01% 214

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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