Polen Capital Management
XYZ

Polen Capital Management’s Block Inc XYZ Stock Holding History

Polen Capital 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
2022
Q3 		– Sell
-4,783
Closed -$294K – 87
2022
Q2 		$294K Buy
+4,783
New +$437K ﹤0.01% 84

Other funds holding XYZ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Polen Capital Management's XYZ Position: Q3 2022 in Review

Polen Capital Management sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 4,783 shares — an estimated $294K sold.

Polen Capital Management first reported a position in XYZ in Q2 2022 and held it in 1 quarter. The position peaked at $294K in Q2 2022. 970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Polen Capital Management reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Polen Capital Management sold 4,783 Block Inc shares in Q3 2022, an estimated $294K.
  • Polen Capital Management first reported a position in Block Inc in Q2 2022 and held it in 1 quarter.
  • Polen Capital Management's Block Inc position peaked at $294K in Q2 2022.
  • 970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Polen Capital Management's 13F filing for Q3 2022, filed 4 Nov 2022.