Miles Capital’s Block Inc XYZ Stock Holding History

Miles Capital’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
2019 Q2	–	Sell	-3,859	Closed	-$289K	–	204
2019 Q1	$289K	Hold	3,859	–	–	0.25%	110
2018 Q4	$216K	Sell	3,859 -31	-0.8%	-$2.19K	0.21%	138
2018 Q3	$385K	Sell	3,890 -110	-3%	-$8.48K	0.31%	84
2018 Q2	$247K	Buy	+4,000	New	+$220K	0.15%	144

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Miles Capital's XYZ Position: Q2 2019 in Review

Miles Capital sold out of Block Inc (XYZ) in Q2 2019, closing a stake of 3,859 shares — an estimated $289K sold.

Miles Capital first reported a position in XYZ in Q2 2018 and held it in 4 quarters. The position peaked at $385K in Q3 2018. 754 funds tracked by Wall St. Rank hold XYZ as of Q2 2019.

Miles Capital reported no remaining Block Inc position as of Q2 2019 after selling out during the quarter.
Miles Capital sold 3,859 Block Inc shares in Q2 2019, an estimated $289K.
Miles Capital first reported a position in Block Inc in Q2 2018 and held it in 4 quarters.
Miles Capital's Block Inc position peaked at $385K in Q3 2018.
754 funds tracked by Wall St. Rank held Block Inc as of Q2 2019.

Based on Miles Capital's 13F filing for Q2 2019, filed 13 Aug 2019.