MF
XYZ

Manchester Financial’s Block Inc XYZ Stock Holding History

Manchester Financial’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
2021
Q4 		– Sell
-950
Closed -$228K – 101
2021
Q3 		$228K Buy
950
+40
+4% +$10.3K 0.09% 77
2021
Q2 		$222K Hold
910
– – 0.09% 76
2021
Q1 		$207K Hold
910
– – 0.1% 73
2020
Q4 		$198K Sell
910
-90
-9% -$17.6K 0.12% 59
2020
Q3 		$163K Hold
1,000
– – 0.12% 57
2020
Q2 		$105K Hold
1,000
– – 0.09% 79
2020
Q1 		$52K Hold
1,000
– – 0.04% 117
2019
Q4 		$63K Buy
+1,000
New +$63.9K 0.02% 120
2019
Q3 		– Sell
-1,000
Closed -$73K – 463
2019
Q2 		$73K Buy
+1,000
New +$69.9K 0.03% 113

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Manchester Financial's XYZ Position: Q4 2021 in Review

Manchester Financial sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 950 shares — an estimated $228K sold.

Manchester Financial first reported a position in XYZ in Q2 2019 and held it in 9 quarters. The position peaked at $228K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Manchester Financial reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Manchester Financial sold 950 Block Inc shares in Q4 2021, an estimated $228K.
  • Manchester Financial first reported a position in Block Inc in Q2 2019 and held it in 9 quarters.
  • Manchester Financial's Block Inc position peaked at $228K in Q3 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Manchester Financial's 13F filing for Q4 2021, filed 3 Feb 2022.