RP
XYZ

Rice Partnership’s Block Inc XYZ Stock Holding History

Rice Partnership’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
-1,394
Closed -$225K – 154
2021
Q4 		$225K Hold
1,394
– – 0.06% 89
2021
Q3 		$334K Buy
1,394
+34
+3% +$8.73K 0.11% 71
2021
Q2 		$332K Buy
1,360
+50
+4% +$11.6K 0.1% 75
2021
Q1 		$297K Sell
1,310
-160
-11% -$37.4K 0.11% 73
2020
Q4 		$320K Hold
1,470
– – 0.12% 67
2020
Q3 		$239K Buy
+1,470
New +$208K 0.1% 68

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 $5.72T 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

Rice Partnership's XYZ Position: Q1 2022 in Review

Rice Partnership sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,394 shares — an estimated $225K sold.

Rice Partnership first reported a position in XYZ in Q3 2020 and held it in 6 quarters. The position peaked at $334K in Q3 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Rice Partnership reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Rice Partnership sold 1,394 Block Inc shares in Q1 2022, an estimated $225K.
  • Rice Partnership first reported a position in Block Inc in Q3 2020 and held it in 6 quarters.
  • Rice Partnership's Block Inc position peaked at $334K in Q3 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Rice Partnership's 13F filing for Q1 2022, filed 13 May 2022.