QS Investors’s Block Inc XYZ Stock Holding History

QS Investors’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 Q2	$693K	Hold	2,839	–	–	0.01%	612
2021 Q1	$645K	Buy	2,839 +700	+33%	+$164K	0.01%	685
2020 Q4	$466K	Buy	2,139 +739	+53%	+$144K	0.01%	817
2020 Q3	$228K	Sell	1,400 -1,400	-50%	-$198K	﹤0.01%	1034
2020 Q2	$294K	Buy	2,800 +300	+12%	+$23K	﹤0.01%	1043
2020 Q1	$131K	Sell	2,500 -1,200	-32%	-$82.1K	﹤0.01%	1190
2019 Q4	$237K	Hold	3,700	–	–	﹤0.01%	1147
2019 Q3	$230K	Hold	3,700	–	–	﹤0.01%	1173
2019 Q2	$269K	Hold	3,700	–	–	﹤0.01%	1136
2019 Q1	$278K	Sell	3,700 -25	-0.7%	-$1.81K	﹤0.01%	1137
2018 Q4	$209K	Buy	3,725 +1,100	+42%	+$77.7K	﹤0.01%	1112
2018 Q3	$260K	Hold	2,625	–	–	﹤0.01%	1137
2018 Q2	$162K	Buy	2,625 +25	+1%	+$1.38K	﹤0.01%	1274
2018 Q1	$128K	Sell	2,600 -2,600	-50%	-$119K	﹤0.01%	1320
2017 Q4	$180K	Sell	5,200 -2,600	-33%	-$95.2K	﹤0.01%	1247
2017 Q3	$225K	Buy	+7,800	New	+$204K	﹤0.01%	1176

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

QS Investors's XYZ Position: Q2 2021 in Review

QS Investors held its Block Inc (XYZ) position steady in Q2 2021 at 2,839 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #612.

QS Investors first reported a position in XYZ in Q3 2017 and has held it in 16 quarters since. 1,350 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

QS Investors held 2,839 shares of Block Inc worth $693K as of Q2 2021.
QS Investors left its Block Inc share count unchanged in Q2 2021.
Block Inc made up 0.01% of QS Investors's portfolio in Q2 2021, its #612 holding.
QS Investors first reported a position in Block Inc in Q3 2017 and has held it in 16 quarters since.
1,350 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.