PI
XYZ icon

Putnam Investments’s Block Inc XYZ Stock Holding History

Putnam Investments’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
Q1 		– Sell
-237,162
Closed -$38.3M – 1278
2021
Q4 		$38.3M Sell
237,162
-223,286
-48% -$48.4M 0.05% 180
2021
Q3 		$110M Buy
460,448
+281,870
+158% +$72.4M 0.17% 125
2021
Q2 		$43.5M Sell
178,578
-96,892
-35% -$22.5M 0.07% 180
2021
Q1 		$62.5M Buy
275,470
+141,753
+106% +$33.2M 0.1% 162
2020
Q4 		$29.1M Buy
+133,717
New +$26.1M 0.05% 211
2020
Q3 		– Sell
-5,772
Closed -$606K – 920
2020
Q2 		$606K Buy
+5,772
New +$442K ﹤0.01% 781
2017
Q4 		– Sell
-1,004,507
Closed -$28.9M – 1183
2017
Q3 		$28.9M Buy
1,004,507
+21,684
+2% +$568K 0.07% 220
2017
Q2 		$23.1M Buy
982,823
+67,323
+7% +$1.39M 0.05% 245
2017
Q1 		$15.8M Buy
+915,500
New +$14.3M 0.04% 316

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Putnam Investments's XYZ Position: Q1 2022 in Review

Putnam Investments sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 237,162 shares — an estimated $38.3M sold.

Putnam Investments first reported a position in XYZ in Q1 2017 and held it in 9 quarters. The position peaked at $110M in Q3 2021. 1,250 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Putnam Investments reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Putnam Investments sold 237,162 Block Inc shares in Q1 2022, an estimated $38.3M.
  • Putnam Investments first reported a position in Block Inc in Q1 2017 and held it in 9 quarters.
  • Putnam Investments's Block Inc position peaked at $110M in Q3 2021.
  • 1,250 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Putnam Investments's 13F filing for Q1 2022, filed 16 May 2022.