PIM
XYZ

Partner Investment Management’s Block Inc XYZ Stock Holding History

Partner 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
2019
Q3 		– Sell
-14,459
Closed -$1.05M – 111
2019
Q2 		$1.05M Sell
14,459
-3,182
-18% -$222K 1.46% 35
2019
Q1 		$1.32M Buy
17,641
+4,305
+32% +$312K 1.85% 22
2018
Q4 		$748K Hold
13,336
– – 1% 40
2018
Q3 		$1.32M Hold
13,336
– – 1.13% 40
2018
Q2 		$822K Sell
13,336
-9,636
-42% -$530K 0.79% 58
2018
Q1 		$1.13M Buy
22,972
+4,050
+21% +$186K 1.28% 35
2017
Q4 		$656K Buy
18,922
+2,446
+15% +$89.6K 0.79% 49
2017
Q3 		$475K Sell
16,476
-1,962
-11% -$51.4K 0.57% 60
2017
Q2 		$433K Buy
18,438
+1,890
+11% +$39.1K 0.63% 53
2017
Q1 		$286K Buy
+16,548
New +$259K 0.38% 75

Other funds holding XYZ

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return