Osborn Williams & Donohoe’s Block Inc XYZ Stock Holding History

Osborn Williams & Donohoe’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	-500	Closed	-$38K	–	684
2019 Q1	$38K	Buy	+500	New	+$36.2K	﹤0.01%	500

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Osborn Williams & Donohoe's XYZ Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Block Inc (XYZ) in Q2 2019, closing a stake of 500 shares — an estimated $38K sold.

Osborn Williams & Donohoe first reported a position in XYZ in Q1 2019 and held it in 1 quarter. The position peaked at $38K in Q1 2019. 754 funds tracked by Wall St. Rank hold XYZ as of Q2 2019.

Osborn Williams & Donohoe reported no remaining Block Inc position as of Q2 2019 after selling out during the quarter.
Osborn Williams & Donohoe sold 500 Block Inc shares in Q2 2019, an estimated $38K.
Osborn Williams & Donohoe first reported a position in Block Inc in Q1 2019 and held it in 1 quarter.
Osborn Williams & Donohoe's Block Inc position peaked at $38K in Q1 2019.
754 funds tracked by Wall St. Rank held Block Inc as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.