MSR
XYZ

Main Street Research’s Block Inc XYZ Stock Holding History

Main Street Research’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
Q1 		– Sell
-25,270
Closed -$4.08M – 158
2021
Q4 		$4.08M Sell
25,270
-24,929
-50% -$5.4M 0.32% 41
2021
Q3 		$12M Buy
50,199
+2,215
+5% +$569K 1.05% 37
2021
Q2 		$11.7M Buy
47,984
+39,087
+439% +$9.07M 0.94% 44
2021
Q1 		$2.02M Buy
+8,897
New +$2.08M 0.19% 52

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Main Street Research's XYZ Position: Q1 2022 in Review

Main Street Research sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 25,270 shares — an estimated $4.08M sold.

Main Street Research first reported a position in XYZ in Q1 2021 and held it in 4 quarters. The position peaked at $12M in Q3 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Main Street Research reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Main Street Research sold 25,270 Block Inc shares in Q1 2022, an estimated $4.08M.
  • Main Street Research first reported a position in Block Inc in Q1 2021 and held it in 4 quarters.
  • Main Street Research's Block Inc position peaked at $12M in Q3 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Main Street Research's 13F filing for Q1 2022, filed 5 May 2022.