RCIM
XYZ

Russell Clark Investment Management’s Block Inc XYZ Stock Holding History

Russell Clark Investment Management’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
Q3 		$1.56M Hold
6,500
– – 1.55% 31
2021
Q2 		$1.58M Hold
6,500
– – 1.19% 29
2021
Q1 		$1.48M Sell
6,500
-3,000
-32% -$702K 1.2% 31
2020
Q4 		$2.07M Hold
9,500
– – 1.94% 20
2020
Q3 		$1.54M Hold
9,500
– – 1.74% 23
2020
Q2 		$997K Buy
+9,500
New +$727K 1.54% 25

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Russell Clark Investment Management's XYZ Position: Q3 2021 in Review

Russell Clark Investment Management held its Block Inc (XYZ) position steady in Q3 2021 at 6,500 shares worth $1.56M. The position accounts for 1.55% of the portfolio, ranked #31.

Russell Clark Investment Management first reported a position in XYZ in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.07M in Q4 2020. 1,378 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Russell Clark Investment Management held 6,500 shares of Block Inc worth $1.56M as of Q3 2021.
  • Russell Clark Investment Management left its Block Inc share count unchanged in Q3 2021.
  • Block Inc made up 1.55% of Russell Clark Investment Management's portfolio in Q3 2021, its #31 holding.
  • Russell Clark Investment Management first reported a position in Block Inc in Q2 2020 and has held it in 6 quarters since.
  • Russell Clark Investment Management's Block Inc position peaked at $2.07M in Q4 2020.
  • 1,378 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Russell Clark Investment Management's 13F filing for Q3 2021, filed 3 Nov 2021.