McDaniel Terry & Co’s Block Inc XYZ Stock Holding History

McDaniel Terry & Co’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 Q2	–	Sell	-1,968	Closed	-$267K	–	103
2022 Q1	$267K	Buy	+1,968	New	+$238K	0.03%	82

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McDaniel Terry & Co's XYZ Position: Q2 2022 in Review

McDaniel Terry & Co sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,968 shares — an estimated $267K sold.

McDaniel Terry & Co first reported a position in XYZ in Q1 2022 and held it in 1 quarter. The position peaked at $267K in Q1 2022. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

McDaniel Terry & Co reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
McDaniel Terry & Co sold 1,968 Block Inc shares in Q2 2022, an estimated $267K.
McDaniel Terry & Co first reported a position in Block Inc in Q1 2022 and held it in 1 quarter.
McDaniel Terry & Co's Block Inc position peaked at $267K in Q1 2022.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on McDaniel Terry & Co's 13F filing for Q2 2022, filed 28 Jul 2022.