MFG
XYZ

Menard Financial Group’s Block Inc XYZ Stock Holding History

Menard Financial Group’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
-1,698
Closed -$230K – 134
2022
Q1 		$230K Buy
+1,698
New +$206K 0.23% 121
2021
Q4 		– Sell
-3,298
Closed -$791K – 172
2021
Q3 		$791K Buy
3,298
+162
+5% +$41.6K 0.69% 30
2021
Q2 		$765K Sell
3,136
-877
-22% -$203K 0.72% 34
2021
Q1 		$911K Sell
4,013
-302
-7% -$70.6K 0.98% 24
2020
Q4 		$939K Buy
4,315
+1,283
+42% +$250K 1.01% 25
2020
Q3 		$493K Buy
3,032
+804
+36% +$114K 0.57% 44
2020
Q2 		$234K Buy
+2,228
New +$171K 0.29% 91

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Menard Financial Group's XYZ Position: Q2 2022 in Review

Menard Financial Group sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,698 shares — an estimated $230K sold.

Menard Financial Group first reported a position in XYZ in Q2 2020 and held it in 7 quarters. The position peaked at $939K in Q4 2020. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Menard Financial Group reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Menard Financial Group sold 1,698 Block Inc shares in Q2 2022, an estimated $230K.
  • Menard Financial Group first reported a position in Block Inc in Q2 2020 and held it in 7 quarters.
  • Menard Financial Group's Block Inc position peaked at $939K in Q4 2020.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Menard Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.