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Logan Capital Management’s Block Inc XYZ Stock Holding History

Logan Capital Management’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 		– Sell
-34
Closed -$2K – 542
2022
Q2 		$2K Sell
34
-29
-46% -$2.65K ﹤0.01% 513
2022
Q1 		$9K Hold
63
– – ﹤0.01% 449
2021
Q4 		$10K Buy
63
+34
+117% +$7.37K ﹤0.01% 464
2021
Q3 		$7K Hold
29
– – ﹤0.01% 473
2021
Q2 		$7K Hold
29
– – ﹤0.01% 470
2021
Q1 		$7K Buy
+29
New +$6.78K ﹤0.01% 446
2018
Q4 		– Sell
-2,560
Closed -$253K – 292
2018
Q3 		$253K Buy
+2,560
New +$197K 0.02% 272

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 $3.38T AUM 44.17% 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

Logan Capital Management's XYZ Position: Q3 2022 in Review

Logan Capital Management sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 34 shares — an estimated $2K sold.

Logan Capital Management first reported a position in XYZ in Q3 2018 and held it in 7 quarters. The position peaked at $253K in Q3 2018. 973 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Logan Capital Management reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Logan Capital Management sold 34 Block Inc shares in Q3 2022, an estimated $2K.
  • Logan Capital Management first reported a position in Block Inc in Q3 2018 and held it in 7 quarters.
  • Logan Capital Management's Block Inc position peaked at $253K in Q3 2018.
  • 973 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Logan Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.