PP
XYZ

PagnatoKarp Partners’s Block Inc XYZ Stock Holding History

PagnatoKarp Partners’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
-11,938
Closed -$625K – 157
2020
Q1 		$625K Buy
11,938
+2,933
+33% +$201K 0.16% 76
2019
Q4 		$563K Buy
9,005
+4,431
+97% +$283K 0.1% 96
2019
Q3 		$283K Buy
4,574
+407
+10% +$27.6K 0.06% 154
2019
Q2 		$302K Buy
4,167
+309
+8% +$21.6K 0.06% 143
2019
Q1 		$289K Hold
3,858
– – 0.07% 137
2018
Q4 		$216K Buy
3,858
+100
+3% +$7.06K 0.05% 138
2018
Q3 		$372K Sell
3,758
-937
-20% -$72.3K 0.11% 110
2018
Q2 		$289K Sell
4,695
-305
-6% -$16.8K 0.09% 115
2018
Q1 		$246K Buy
+5,000
New +$229K 0.1% 111

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 $5.7T 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 $761B AUM 31.28% 1-Year Est. Return