MCM
XYZ

Monument Capital Management’s Block Inc XYZ Stock Holding History

Monument Capital Management’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
2021
Q3 		– Sell
-1,446
Closed -$353K – 154
2021
Q2 		$353K Buy
1,446
+219
+18% +$50.8K 0.12% 110
2021
Q1 		$279K Buy
+1,227
New +$287K 0.11% 95

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Monument Capital Management's XYZ Position: Q3 2021 in Review

Monument Capital Management sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 1,446 shares — an estimated $353K sold.

Monument Capital Management first reported a position in XYZ in Q1 2021 and held it in 2 quarters. The position peaked at $353K in Q2 2021. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Monument Capital Management reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • Monument Capital Management sold 1,446 Block Inc shares in Q3 2021, an estimated $353K.
  • Monument Capital Management first reported a position in Block Inc in Q1 2021 and held it in 2 quarters.
  • Monument Capital Management's Block Inc position peaked at $353K in Q2 2021.
  • 1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Monument Capital Management's 13F filing for Q3 2021, filed 22 Oct 2021.