PC
XYZ

Polar Capital’s Block Inc XYZ Stock Holding History

Polar Capital’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
Q3 		$4.53M Buy
+27,848
New +$3.93M 0.03% 214
2020
Q1 		– Sell
-468,123
Closed -$29.3M – 321
2019
Q4 		$29.3M Sell
468,123
-95,634
-17% -$6.11M 0.25% 128
2019
Q3 		$34.9M Buy
563,757
+476,604
+547% +$32.4M 0.31% 99
2019
Q2 		$6.32M Buy
87,153
+20,452
+31% +$1.43M 0.06% 219
2019
Q1 		$5M Sell
66,701
-49,924
-43% -$3.62M 0.05% 214
2018
Q4 		$6.54M Buy
+116,625
New +$8.24M 0.07% 197
2018
Q1 		– Sell
-181,313
Closed -$6.28M – 279
2017
Q4 		$6.28M Sell
181,313
-769,348
-81% -$28.2M 0.06% 191
2017
Q3 		$27.4M Buy
950,661
+126,462
+15% +$3.31M 0.31% 107
2017
Q2 		$19.3M Buy
824,199
+554,820
+206% +$11.5M 0.26% 123
2017
Q1 		$4.65M Buy
269,379
+123,000
+84% +$1.92M 0.07% 188
2016
Q4 		$2M Buy
+146,379
New +$1.82M 0.03% 229

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return