PHS
XYZ

Pekin Hardy Strauss’s Block Inc XYZ Stock Holding History

Pekin Hardy Strauss’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
2021
Q4 		– Sell
-2,300
Closed -$552K – 367
2021
Q3 		$552K Buy
2,300
+300
+15% +$77.1K 0.08% 211
2021
Q2 		$488K Sell
2,000
-100
-5% -$23.2K 0.07% 219
2021
Q1 		$477K Buy
2,100
+50
+2% +$11.7K 0.08% 203
2020
Q4 		$446K Buy
+2,050
New +$400K 0.08% 184

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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Pekin Hardy Strauss's XYZ Position: Q4 2021 in Review

Pekin Hardy Strauss sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 2,300 shares — an estimated $552K sold.

Pekin Hardy Strauss first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $552K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Pekin Hardy Strauss reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Pekin Hardy Strauss sold 2,300 Block Inc shares in Q4 2021, an estimated $552K.
  • Pekin Hardy Strauss first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
  • Pekin Hardy Strauss's Block Inc position peaked at $552K in Q3 2021.
  • 1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Pekin Hardy Strauss's 13F filing for Q4 2021, filed 8 Feb 2022.