PHS
XYZ

PFM Health Sciences’s Block Inc XYZ Stock Holding History

PFM Health Sciences’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
Q4 		– Sell
-181,509
Closed -$29.5M – 115
2020
Q3 		$29.5M Hold
181,509
– – 1.56% 24
2020
Q2 		$19M Buy
+181,509
New +$13.9M 1.16% 39
2020
Q1 		– Sell
-80,427
Closed -$5.03M – 80
2019
Q4 		$5.03M Buy
+80,427
New +$5.14M 0.29% 55
2019
Q3 		– Sell
-487,346
Closed -$35.3M – 113
2019
Q2 		$35.3M Sell
487,346
-88,252
-15% -$6.17M 0.86% 49
2019
Q1 		$43.1M Buy
575,598
+46,558
+9% +$3.37M 1.17% 36
2018
Q4 		$29.7M Buy
529,040
+3,247
+0.6% +$229K 0.86% 51
2018
Q3 		$52.1M Sell
525,793
-149
-0% -$11.5K 0.89% 51
2018
Q2 		$32.4M Sell
525,942
-369,449
-41% -$20.3M 0.6% 72
2018
Q1 		$44.1M Buy
895,391
+157,115
+21% +$7.21M 0.95% 42
2017
Q4 		$25.6M Buy
738,276
+30,157
+4% +$1.1M 0.65% 59
2017
Q3 		$20.4M Sell
708,119
-126,423
-15% -$3.31M 0.51% 69
2017
Q2 		$19.6M Buy
834,542
+44,395
+6% +$918K 0.57% 58
2017
Q1 		$13.7M Buy
+790,147
New +$12.4M 0.37% 79

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return