MFS
XYZ

Monetta Financial Services’s Block Inc XYZ Stock Holding History

Monetta Financial Services’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
2018
Q4 		– Sell
-10,000
Closed -$990K – 50
2018
Q3 		$990K Sell
10,000
-5,000
-33% -$386K 0.6% 31
2018
Q2 		$925K Buy
+15,000
New +$825K 0.48% 36

Other funds holding XYZ

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Monetta Financial Services's XYZ Position: Q4 2018 in Review

Monetta Financial Services sold out of Block Inc (XYZ) in Q4 2018, closing a stake of 10,000 shares — an estimated $990K sold.

Monetta Financial Services first reported a position in XYZ in Q2 2018 and held it in 2 quarters. The position peaked at $990K in Q3 2018. 655 funds tracked by Wall St. Rank hold XYZ as of Q4 2018.

  • Monetta Financial Services reported no remaining Block Inc position as of Q4 2018 after selling out during the quarter.
  • Monetta Financial Services sold 10,000 Block Inc shares in Q4 2018, an estimated $990K.
  • Monetta Financial Services first reported a position in Block Inc in Q2 2018 and held it in 2 quarters.
  • Monetta Financial Services's Block Inc position peaked at $990K in Q3 2018.
  • 655 funds tracked by Wall St. Rank held Block Inc as of Q4 2018.

Based on Monetta Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.