NEI
XYZ

Northwest & Ethical Investments’s Block Inc XYZ Stock Holding History

Northwest & Ethical Investments’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
2020
Q2 		– Sell
-7,200
Closed -$377K – 425
2020
Q1 		$377K Buy
+7,200
New +$492K 0.02% 343

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest & Ethical Investments's XYZ Position: Q2 2020 in Review

Northwest & Ethical Investments sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 7,200 shares — an estimated $377K sold.

Northwest & Ethical Investments first reported a position in XYZ in Q1 2020 and held it in 1 quarter. The position peaked at $377K in Q1 2020. 865 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

  • Northwest & Ethical Investments reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
  • Northwest & Ethical Investments sold 7,200 Block Inc shares in Q2 2020, an estimated $377K.
  • Northwest & Ethical Investments first reported a position in Block Inc in Q1 2020 and held it in 1 quarter.
  • Northwest & Ethical Investments's Block Inc position peaked at $377K in Q1 2020.
  • 865 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on Northwest & Ethical Investments's 13F filing for Q2 2020, filed 8 Jul 2025.