Lion Street Advisors’s Block Inc XYZ Stock Holding History

Lion Street Advisors’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 Q2	–	Sell	-75	Closed	-$4K	–	424
2020 Q1	$4K	Buy	+75	New	+$5.13K	0.02%	301

Other funds holding XYZ

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Lion Street Advisors's XYZ Position: Q2 2020 in Review

Lion Street Advisors sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 75 shares — an estimated $4K sold.

Lion Street Advisors first reported a position in XYZ in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 865 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

Lion Street Advisors reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 75 Block Inc shares in Q2 2020, an estimated $4K.
Lion Street Advisors first reported a position in Block Inc in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Block Inc position peaked at $4K in Q1 2020.
865 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.