S.R. Schill & Associates’s Block Inc XYZ Stock Holding History

S.R. Schill & Associates’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 Q4	–	Sell	-1,846	Closed	-$443K	–	95
2021 Q3	$443K	Buy	+1,846	New	+$474K	0.19%	53

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

Goldman Sachs New York $871B AUM 31.28% 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

S.R. Schill & Associates's XYZ Position: Q4 2021 in Review

S.R. Schill & Associates sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1,846 shares — an estimated $443K sold.

S.R. Schill & Associates first reported a position in XYZ in Q3 2021 and held it in 1 quarter. The position peaked at $443K in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

S.R. Schill & Associates reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
S.R. Schill & Associates sold 1,846 Block Inc shares in Q4 2021, an estimated $443K.
S.R. Schill & Associates first reported a position in Block Inc in Q3 2021 and held it in 1 quarter.
S.R. Schill & Associates's Block Inc position peaked at $443K in Q3 2021.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on S.R. Schill & Associates's 13F filing for Q4 2021, filed 14 Feb 2022.