MUFG Americas’s Block Inc XYZ Stock Holding History

MUFG Americas’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 Q4	–	Sell	-295	Closed	-$16K	–	886
2022 Q3	$16K	Sell	295 -6	-2%	-$425	﹤0.01%	649
2022 Q2	$19K	Hold	301	–	–	﹤0.01%	609
2022 Q1	$41K	Sell	301 -216	-42%	-$26.2K	﹤0.01%	565
2021 Q4	$84K	Buy	517 +451	+683%	+$97.7K	﹤0.01%	478
2021 Q3	$16K	Sell	66 -14	-18%	-$3.6K	﹤0.01%	690
2021 Q2	$20K	Hold	80	–	–	﹤0.01%	578
2021 Q1	$18K	Sell	80 -400	-83%	-$93.6K	﹤0.01%	589
2020 Q4	$104K	Buy	480 +30	+7%	+$5.85K	﹤0.01%	445
2020 Q3	$73K	Sell	450 -50	-10%	-$7.06K	﹤0.01%	452
2020 Q2	$52K	Buy	500 +424	+558%	+$32.5K	﹤0.01%	483
2020 Q1	$4K	Hold	76	–	–	﹤0.01%	677
2019 Q4	$5K	Hold	76	–	–	﹤0.01%	708
2019 Q3	$5K	Hold	76	–	–	﹤0.01%	719
2019 Q2	$6K	Hold	76	–	–	﹤0.01%	727
2019 Q1	$6K	Buy	+76	New	+$5.51K	﹤0.01%	839
2016 Q3	–	Sell	-140	Closed	-$1K	–	1162
2016 Q2	$1K	Buy	+140	New	+$1.58K	﹤0.01%	1094

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

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

MUFG Americas's XYZ Position: Q4 2022 in Review

MUFG Americas sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 295 shares — an estimated $16K sold.

MUFG Americas first reported a position in XYZ in Q2 2016 and held it in 16 quarters. The position peaked at $104K in Q4 2020. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

MUFG Americas reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 295 Block Inc shares in Q4 2022, an estimated $16K.
MUFG Americas first reported a position in Block Inc in Q2 2016 and held it in 16 quarters.
MUFG Americas's Block Inc position peaked at $104K in Q4 2020.
1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.