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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Laurie J. Hall Trustee's XYZ Position: Q3 2023 in Review

Laurie J. Hall Trustee sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 27 shares — an estimated $2K sold.

Laurie J. Hall Trustee first reported a position in XYZ in Q4 2018 and held it in 16 quarters. The position peaked at $107K in Q2 2021. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

Laurie J. Hall Trustee reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 27 Block Inc shares in Q3 2023, an estimated $2K.
Laurie J. Hall Trustee first reported a position in Block Inc in Q4 2018 and held it in 16 quarters.
Laurie J. Hall Trustee's Block Inc position peaked at $107K in Q2 2021.
887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2023, filed 12 Oct 2023.