PGIM
XYZ

Pacific Global Investment Management’s Block Inc XYZ Stock Holding History

Pacific Global Investment 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
2022
Q1 		– Sell
-1,728
Closed -$279K – 231
2021
Q4 		$279K Sell
1,728
-50
-3% -$10.8K 0.05% 186
2021
Q3 		$426K Sell
1,778
-20
-1% -$5.14K 0.09% 152
2021
Q2 		$438K Sell
1,798
-9
-0.5% -$2.09K 0.09% 155
2021
Q1 		$410K Hold
1,807
– – 0.09% 154
2020
Q4 		$393K Buy
1,807
+33
+2% +$6.44K 0.09% 150
2020
Q3 		$288K Buy
+1,774
New +$250K 0.07% 146

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Pacific Global Investment Management's XYZ Position: Q1 2022 in Review

Pacific Global Investment Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,728 shares — an estimated $279K sold.

Pacific Global Investment Management first reported a position in XYZ in Q3 2020 and held it in 6 quarters. The position peaked at $438K in Q2 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Pacific Global Investment Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Pacific Global Investment Management sold 1,728 Block Inc shares in Q1 2022, an estimated $279K.
  • Pacific Global Investment Management first reported a position in Block Inc in Q3 2020 and held it in 6 quarters.
  • Pacific Global Investment Management's Block Inc position peaked at $438K in Q2 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Pacific Global Investment Management's 13F filing for Q1 2022, filed 25 Apr 2022.