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 New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Polar Capital's XYZ Position: Q3 2020 in Review

Polar Capital opened a new position in Block Inc (XYZ) in Q3 2020: 27,848 shares worth $4.53M. The stake represents 0.03% of the portfolio and ranks #214 among its holdings. This is a return to the name: Polar Capital previously reported a position in XYZ as recently as Q4 2019.

Polar Capital first reported a position in XYZ in Q4 2016 and has held it in 11 quarters since. The position peaked at $34.9M in Q3 2019. 997 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

Polar Capital held 27,848 shares of Block Inc worth $4.53M as of Q3 2020.
Block Inc was a new Polar Capital position in Q3 2020.
Block Inc made up 0.03% of Polar Capital's portfolio in Q3 2020, its #214 holding.
Polar Capital first reported a position in Block Inc in Q4 2016 and has held it in 11 quarters since.
Polar Capital's Block Inc position peaked at $34.9M in Q3 2019.
997 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.