OFS
XYZ

Orrstown Financial Services’s Block Inc XYZ Stock Holding History

Orrstown 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
2019
Q2 		– Sell
-250
Closed -$19K – 240
2019
Q1 		$19K Hold
250
– – 0.03% 166
2018
Q4 		$14K Hold
250
– – 0.02% 158
2018
Q3 		$25K Buy
+250
New +$19.3K 0.03% 141

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orrstown Financial Services's XYZ Position: Q2 2019 in Review

Orrstown Financial Services sold out of Block Inc (XYZ) in Q2 2019, closing a stake of 250 shares — an estimated $19K sold.

Orrstown Financial Services first reported a position in XYZ in Q3 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 754 funds tracked by Wall St. Rank hold XYZ as of Q2 2019.

  • Orrstown Financial Services reported no remaining Block Inc position as of Q2 2019 after selling out during the quarter.
  • Orrstown Financial Services sold 250 Block Inc shares in Q2 2019, an estimated $19K.
  • Orrstown Financial Services first reported a position in Block Inc in Q3 2018 and held it in 3 quarters.
  • Orrstown Financial Services's Block Inc position peaked at $25K in Q3 2018.
  • 754 funds tracked by Wall St. Rank held Block Inc as of Q2 2019.

Based on Orrstown Financial Services's 13F filing for Q2 2019, filed 11 Jul 2019.