MIC
XYZ

Means Investment Company’s Block Inc XYZ Stock Holding History

Means Investment Company’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
-1,638
Closed -$265K – 228
2021
Q4 		$265K Sell
1,638
-362
-18% -$78.4K 0.05% 169
2021
Q3 		$480K Buy
2,000
+139
+7% +$35.7K 0.09% 112
2021
Q2 		$454K Buy
1,861
+586
+46% +$136K 0.09% 120
2021
Q1 		$289K Buy
1,275
+31
+2% +$7.25K 0.07% 146
2020
Q4 		$331K Buy
1,244
+166
+15% +$32.4K 0.08% 139
2020
Q3 		$214K Buy
+1,078
New +$152K 0.06% 139

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

Means Investment Company's XYZ Position: Q1 2022 in Review

Means Investment Company sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,638 shares — an estimated $265K sold.

Means Investment Company first reported a position in XYZ in Q3 2020 and held it in 6 quarters. The position peaked at $480K in Q3 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Means Investment Company reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Means Investment Company sold 1,638 Block Inc shares in Q1 2022, an estimated $265K.
  • Means Investment Company first reported a position in Block Inc in Q3 2020 and held it in 6 quarters.
  • Means Investment Company's Block Inc position peaked at $480K in Q3 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Means Investment Company's 13F filing for Q1 2022, filed 26 Apr 2022.