Rikoon Group’s Block Inc XYZ Stock Holding History

Rikoon Group’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	$241K	Sell	1,060 -2	-0.2%	-$468	0.06%	212
2020 Q4	$231K	Buy	+1,062	New	+$207K	0.06%	206

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

AIM

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $7.07B AUM 50.91% 1-Year Est. Return

Rikoon Group's XYZ Position: Q1 2021 in Review

Rikoon Group reduced its Block Inc (XYZ) stake by 0.19% in Q1 2021, selling an estimated $468 and leaving 1,060 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #212.

Rikoon Group first reported a position in XYZ in Q4 2020 and has held it in 2 quarters since. 1,297 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

Rikoon Group held 1,060 shares of Block Inc worth $241K as of Q1 2021.
Rikoon Group sold 2 Block Inc shares in Q1 2021, an estimated $468.
Block Inc made up 0.06% of Rikoon Group's portfolio in Q1 2021, its #212 holding.
Rikoon Group first reported a position in Block Inc in Q4 2020 and has held it in 2 quarters since.
1,297 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.