Lavaca Capital’s Block Inc XYZ Stock Holding History

Lavaca Capital’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
2019 Q2	–	Sell	-4,100	Closed	-$307K	–	371
2019 Q1	$307K	Buy	+4,100	New	+$297K	0.26%	51

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lavaca Capital's XYZ Position: Q2 2019 in Review

Lavaca Capital sold out of Block Inc (XYZ) in Q2 2019, closing a stake of 4,100 shares — an estimated $307K sold.

Lavaca Capital first reported a position in XYZ in Q1 2019 and held it in 1 quarter. The position peaked at $307K in Q1 2019. 754 funds tracked by Wall St. Rank hold XYZ as of Q2 2019.

Lavaca Capital reported no remaining Block Inc position as of Q2 2019 after selling out during the quarter.
Lavaca Capital sold 4,100 Block Inc shares in Q2 2019, an estimated $307K.
Lavaca Capital first reported a position in Block Inc in Q1 2019 and held it in 1 quarter.
Lavaca Capital's Block Inc position peaked at $307K in Q1 2019.
754 funds tracked by Wall St. Rank held Block Inc as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.