MCM
XYZ

Maltese Capital Management’s Block Inc XYZ Stock Holding History

Maltese 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
Q1 		– Sell
-30,000
Closed -$4.84M – 152
2021
Q4 		$4.84M Buy
30,000
+2,500
+9% +$542K 0.8% 48
2021
Q3 		$6.6M Buy
27,500
+7,500
+38% +$1.93M 1.14% 28
2021
Q2 		$4.88M Buy
20,000
+3,000
+18% +$696K 0.77% 49
2021
Q1 		$3.86M Buy
+17,000
New +$3.98M 0.51% 70
2020
Q2 		– Sell
-25,000
Closed -$1.31M – 193
2020
Q1 		$1.31M Buy
+25,000
New +$1.71M 0.19% 126

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

Maltese Capital Management's XYZ Position: Q1 2022 in Review

Maltese Capital Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 30,000 shares — an estimated $4.84M sold.

Maltese Capital Management first reported a position in XYZ in Q1 2020 and held it in 5 quarters. The position peaked at $6.6M in Q3 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Maltese Capital Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Maltese Capital Management sold 30,000 Block Inc shares in Q1 2022, an estimated $4.84M.
  • Maltese Capital Management first reported a position in Block Inc in Q1 2020 and held it in 5 quarters.
  • Maltese Capital Management's Block Inc position peaked at $6.6M in Q3 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Maltese Capital Management's 13F filing for Q1 2022, filed 16 May 2022.