PI
XYZ

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return