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 – 104
2019
Q2 		$1.05M Sell
14,459
-3,182
-18% -$222K 1.11% 35
2019
Q1 		$1.32M Buy
17,641
+4,305
+32% +$312K 1.53% 22
2018
Q4 		$748K Hold
13,336
– – 0.93% 40
2018
Q3 		$1.32M Hold
13,336
– – 1.01% 40
2018
Q2 		$822K Sell
13,336
-9,636
-42% -$530K 0.66% 58
2018
Q1 		$1.13M Buy
22,972
+4,050
+21% +$186K 1.22% 35
2017
Q4 		$656K Buy
18,922
+2,446
+15% +$89.6K 0.76% 49
2017
Q3 		$475K Sell
16,476
-1,962
-11% -$51.4K 0.45% 60
2017
Q2 		$433K Buy
18,438
+1,890
+11% +$39.1K 0.58% 53
2017
Q1 		$286K Buy
+16,548
New +$259K 0.35% 75

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Partner Investment Management's XYZ Position: Q3 2019 in Review

Partner Investment Management sold out of Block Inc (XYZ) in Q3 2019, closing a stake of 14,459 shares — an estimated $1.05M sold.

Partner Investment Management first reported a position in XYZ in Q1 2017 and held it in 10 quarters. The position peaked at $1.32M in Q1 2019. 696 funds tracked by Wall St. Rank hold XYZ as of Q3 2019.

  • Partner Investment Management reported no remaining Block Inc position as of Q3 2019 after selling out during the quarter.
  • Partner Investment Management sold 14,459 Block Inc shares in Q3 2019, an estimated $1.05M.
  • Partner Investment Management first reported a position in Block Inc in Q1 2017 and held it in 10 quarters.
  • Partner Investment Management's Block Inc position peaked at $1.32M in Q1 2019.
  • 696 funds tracked by Wall St. Rank held Block Inc as of Q3 2019.

Based on Partner Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.