QCM Cayman’s Block Inc XYZ Stock Holding History

QCM Cayman’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
2021 Q1	–	Sell	-1,500	Closed	-$326K	–	329
2020 Q4	$326K	Sell	1,500 -1,398	-48%	-$273K	0.34%	92
2020 Q3	$471K	Buy	+2,898	New	+$409K	0.82%	24
2018 Q1	–	Sell	-17,129	Closed	-$594K	–	192
2017 Q4	$594K	Buy	+17,129	New	+$627K	2.46%	3

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

AIM

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

QCM Cayman's XYZ Position: Q1 2021 in Review

QCM Cayman sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 1,500 shares — an estimated $326K sold.

QCM Cayman first reported a position in XYZ in Q4 2017 and held it in 3 quarters. The position peaked at $594K in Q4 2017. 1,299 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

QCM Cayman reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
QCM Cayman sold 1,500 Block Inc shares in Q1 2021, an estimated $326K.
QCM Cayman first reported a position in Block Inc in Q4 2017 and held it in 3 quarters.
QCM Cayman's Block Inc position peaked at $594K in Q4 2017.
1,299 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on QCM Cayman's 13F filing for Q1 2021, filed 17 May 2021.