S.A. Mason’s Block Inc XYZ Stock Holding History

S.A. Mason’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
2020 Q2	–	Sell	-598	Closed	-$31K	–	390
2020 Q1	$31K	Hold	598	–	–	0.04%	238
2019 Q4	$37K	Buy	+598	New	+$38.2K	0.04%	252

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $154B AUM 29.96% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

S.A. Mason's XYZ Position: Q2 2020 in Review

S.A. Mason sold out of Block Inc (XYZ) in Q2 2020, closing a stake of 598 shares — an estimated $31K sold.

S.A. Mason first reported a position in XYZ in Q4 2019 and held it in 2 quarters. The position peaked at $37K in Q4 2019. 865 funds tracked by Wall St. Rank hold XYZ as of Q2 2020.

S.A. Mason reported no remaining Block Inc position as of Q2 2020 after selling out during the quarter.
S.A. Mason sold 598 Block Inc shares in Q2 2020, an estimated $31K.
S.A. Mason first reported a position in Block Inc in Q4 2019 and held it in 2 quarters.
S.A. Mason's Block Inc position peaked at $37K in Q4 2019.
865 funds tracked by Wall St. Rank held Block Inc as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.