LP
XYZ

Lloyd Park’s Block Inc XYZ Stock Holding History

Lloyd Park’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
2022
Q3 		$748K Buy
13,600
+4,100
+43% +$290K 0.92% 36
2022
Q2 		$584K Buy
9,500
+2,365
+33% +$216K 0.61% 44
2022
Q1 		$968K Buy
7,135
+3,365
+89% +$407K 1.07% 29
2021
Q4 		$609K Buy
+3,770
New +$817K 0.34% 66

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lloyd Park's XYZ Position: Q3 2022 in Review

Lloyd Park increased its Block Inc (XYZ) stake by 43% in Q3 2022, buying an estimated $290K and bringing the position to 13,600 shares worth $748K. The position accounts for 0.92% of the portfolio, ranked #36.

Lloyd Park first reported a position in XYZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $968K in Q1 2022. 972 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Lloyd Park held 13,600 shares of Block Inc worth $748K as of Q3 2022.
  • Lloyd Park bought 4,100 Block Inc shares in Q3 2022, an estimated $290K.
  • Block Inc made up 0.92% of Lloyd Park's portfolio in Q3 2022, its #36 holding.
  • Lloyd Park first reported a position in Block Inc in Q4 2021 and has held it in 4 quarters since.
  • Lloyd Park's Block Inc position peaked at $968K in Q1 2022.
  • 972 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.