SHGA
XYZ

Sand Hill Global Advisors’s Block Inc XYZ Stock Holding History

Sand Hill Global Advisors’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
2022
Q2 		– Sell
-1,854
Closed -$251K – 172
2022
Q1 		$251K Sell
1,854
-40
-2% -$4.84K 0.01% 141
2021
Q4 		$306K Sell
1,894
-500
-21% -$108K 0.02% 130
2021
Q3 		$574K Sell
2,394
-118
-5% -$30.3K 0.03% 108
2021
Q2 		$612K Buy
2,512
+756
+43% +$175K 0.04% 102
2021
Q1 		$399K Hold
1,756
– – 0.03% 102
2020
Q4 		$382K Hold
1,756
– – 0.03% 107
2020
Q3 		$285K Buy
+1,756
New +$248K 0.02% 110

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sand Hill Global Advisors's XYZ Position: Q2 2022 in Review

Sand Hill Global Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,854 shares — an estimated $251K sold.

Sand Hill Global Advisors first reported a position in XYZ in Q3 2020 and held it in 7 quarters. The position peaked at $612K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Sand Hill Global Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Sand Hill Global Advisors sold 1,854 Block Inc shares in Q2 2022, an estimated $251K.
  • Sand Hill Global Advisors first reported a position in Block Inc in Q3 2020 and held it in 7 quarters.
  • Sand Hill Global Advisors's Block Inc position peaked at $612K in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Sand Hill Global Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.