LCAM
XYZ

London & Capital Asset Management’s Block Inc XYZ Stock Holding History

London & Capital Asset 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
2020
Q3 		– Sell
-4,000
Closed -$420K – 109
2020
Q2 		$420K Hold
4,000
– – 0.07% 73
2020
Q1 		$210K Hold
4,000
– – 0.05% 76
2019
Q4 		$250K Hold
4,000
– – 0.04% 81
2019
Q3 		$248K Buy
+4,000
New +$272K 0.04% 76

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

London & Capital Asset Management's XYZ Position: Q3 2020 in Review

London & Capital Asset Management sold out of Block Inc (XYZ) in Q3 2020, closing a stake of 4,000 shares — an estimated $420K sold.

London & Capital Asset Management first reported a position in XYZ in Q3 2019 and held it in 4 quarters. The position peaked at $420K in Q2 2020. 997 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

  • London & Capital Asset Management reported no remaining Block Inc position as of Q3 2020 after selling out during the quarter.
  • London & Capital Asset Management sold 4,000 Block Inc shares in Q3 2020, an estimated $420K.
  • London & Capital Asset Management first reported a position in Block Inc in Q3 2019 and held it in 4 quarters.
  • London & Capital Asset Management's Block Inc position peaked at $420K in Q2 2020.
  • 997 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on London & Capital Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.