McGowan Group Asset Management’s Block Inc XYZ Stock Holding History

McGowan Group Asset 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
2021 Q1	–	Sell	-3,011	Closed	-$655K	–	113
2020 Q4	$655K	Buy	3,011 +6	+0.2%	+$1.17K	0.11%	52
2020 Q3	$488K	Sell	3,005 -1,746	-37%	-$247K	0.09%	56
2020 Q2	$499K	Hold	4,751	–	–	0.09%	58
2020 Q1	$249K	Buy	4,751 +230	+5%	+$15.7K	0.05%	72
2019 Q4	$283K	Hold	4,521	–	–	0.05%	80
2019 Q3	$280K	Hold	4,521	–	–	0.05%	78
2019 Q2	$328K	Buy	4,521 +481	+12%	+$33.6K	0.05%	87
2019 Q1	$303K	Buy	+4,040	New	+$293K	0.05%	89

Other funds holding XYZ

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

McGowan Group Asset Management's XYZ Position: Q1 2021 in Review

McGowan Group Asset Management sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 3,011 shares — an estimated $655K sold.

McGowan Group Asset Management first reported a position in XYZ in Q1 2019 and held it in 8 quarters. The position peaked at $655K in Q4 2020. 1,297 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

McGowan Group Asset Management reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
McGowan Group Asset Management sold 3,011 Block Inc shares in Q1 2021, an estimated $655K.
McGowan Group Asset Management first reported a position in Block Inc in Q1 2019 and held it in 8 quarters.
McGowan Group Asset Management's Block Inc position peaked at $655K in Q4 2020.
1,297 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on McGowan Group Asset Management's 13F filing for Q1 2021, filed 17 May 2021.