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 $1.66T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return