MMG
XYZ

Monetary Management Group’s Block Inc XYZ Stock Holding History

Monetary Management 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
Q3 		– Sell
-200
Closed -$12K – 356
2022
Q2 		$12K Sell
200
-9,085
-98% -$830K ﹤0.01% 329
2022
Q1 		$1.26M Buy
9,285
+600
+7% +$72.6K 0.33% 74
2021
Q4 		$1.4M Buy
8,685
+200
+2% +$43.3K 0.35% 65
2021
Q3 		$2.04M Buy
8,485
+800
+10% +$205K 0.56% 45
2021
Q2 		$1.87M Sell
7,685
-45
-0.6% -$10.4K 0.56% 46
2021
Q1 		$1.75M Sell
7,730
-500
-6% -$117K 0.55% 49
2020
Q4 		$1.79M Sell
8,230
-3,780
-31% -$737K 0.59% 45
2020
Q3 		$1.95M Sell
12,010
-3,700
-24% -$522K 0.7% 40
2020
Q2 		$1.65M Buy
15,710
+400
+3% +$30.6K 0.62% 45
2020
Q1 		$802K Buy
+15,310
New +$1.05M 0.35% 72

Other funds holding XYZ

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return