LIA
XYZ

LS Investment Advisors’s Block Inc XYZ Stock Holding History

LS Investment 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
-236
Closed -$12K – 1726
2020
Q1 		$12K Sell
236
-1,571
-87% -$107K ﹤0.01% 1510
2019
Q4 		$113K Sell
1,807
-69
-4% -$4.41K 0.01% 1077
2019
Q3 		$116K Hold
1,876
– – 0.01% 1014
2019
Q2 		$136K Hold
1,876
– – 0.01% 957
2019
Q1 		$141K Hold
1,876
– – 0.01% 948
2018
Q4 		$105K Sell
1,876
-243
-11% -$17.2K 0.01% 1027
2018
Q3 		$210K Sell
2,119
-805
-28% -$62.1K 0.01% 821
2018
Q2 		$180K Hold
2,924
– – 0.01% 914
2018
Q1 		$144K Buy
2,924
+138
+5% +$6.33K 0.01% 997
2017
Q4 		$97K Buy
+2,786
New +$102K 0.01% 1141

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LS Investment Advisors's XYZ Position: Q2 2020 in Review

LS Investment Advisors sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 236 shares — an estimated $12K sold.

LS Investment Advisors first reported a position in XYZ in Q4 2017 and held it in 10 quarters. The position peaked at $210K in Q3 2018. 868 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

  • LS Investment Advisors reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
  • LS Investment Advisors sold 236 Block Inc shares in Q2 2020, an estimated $12K.
  • LS Investment Advisors first reported a position in Block Inc in Q4 2017 and held it in 10 quarters.
  • LS Investment Advisors's Block Inc position peaked at $210K in Q3 2018.
  • 868 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on LS Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.