Samalin Investment Counsel’s Block Inc XYZ Stock Holding History

Samalin Investment Counsel’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 Q2	–	Sell	-1,681	Closed	-$381K	–	247
2021 Q1	$381K	Sell	1,681 -1	-0.1%	-$234	0.26%	126
2020 Q4	$366K	Sell	1,682 -31	-2%	-$6.05K	0.27%	122
2020 Q3	$278K	Buy	+1,713	New	+$242K	0.25%	138
2020 Q1	–	Sell	-4,932	Closed	-$308K	–	528
2019 Q4	$308K	Buy	+4,932	New	+$315K	0.26%	109

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

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

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

AIM

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Samalin Investment Counsel's XYZ Position: Q2 2021 in Review

Samalin Investment Counsel sold out of Block Inc (XYZ) in Q2 2021, closing a stake of 1,681 shares — an estimated $381K sold.

Samalin Investment Counsel first reported a position in XYZ in Q4 2019 and held it in 4 quarters. The position peaked at $381K in Q1 2021. 1,350 funds tracked by Wall St. Rank hold XYZ as of Q2 2021.

Samalin Investment Counsel reported no remaining Block Inc position as of Q2 2021 after selling out during the quarter.
Samalin Investment Counsel sold 1,681 Block Inc shares in Q2 2021, an estimated $381K.
Samalin Investment Counsel first reported a position in Block Inc in Q4 2019 and held it in 4 quarters.
Samalin Investment Counsel's Block Inc position peaked at $381K in Q1 2021.
1,350 funds tracked by Wall St. Rank held Block Inc as of Q2 2021.

Based on Samalin Investment Counsel's 13F filing for Q2 2021, filed 12 Aug 2021.