SP
XYZ

Sarasin & Partners’s Block Inc XYZ Stock Holding History

Sarasin & Partners’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
Q1 		– Sell
-26,149
Closed -$5.69M – 110
2020
Q4 		$5.69M Sell
26,149
-8,658
-25% -$1.69M 0.08% 76
2020
Q3 		$5.66M Sell
34,807
-45,944
-57% -$6.49M 0.08% 76
2020
Q2 		$8.47M Buy
80,751
+16,702
+26% +$1.28M 0.14% 72
2020
Q1 		$3.35M Buy
64,049
+2,886
+5% +$197K 0.07% 86
2019
Q4 		$3.83M Buy
61,163
+4,208
+7% +$269K 0.06% 100
2019
Q3 		$3.53M Buy
56,955
+14,196
+33% +$964K 0.06% 99
2019
Q2 		$3.1M Buy
+42,759
New +$2.99M 0.05% 107

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sarasin & Partners's XYZ Position: Q1 2021 in Review

Sarasin & Partners sold out of Block Inc (XYZ) in Q1 2021, closing a stake of 26,149 shares — an estimated $5.69M sold.

Sarasin & Partners first reported a position in XYZ in Q2 2019 and held it in 7 quarters. The position peaked at $8.47M in Q2 2020. 1,296 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • Sarasin & Partners reported no remaining Block Inc position as of Q1 2021 after selling out during the quarter.
  • Sarasin & Partners sold 26,149 Block Inc shares in Q1 2021, an estimated $5.69M.
  • Sarasin & Partners first reported a position in Block Inc in Q2 2019 and held it in 7 quarters.
  • Sarasin & Partners's Block Inc position peaked at $8.47M in Q2 2020.
  • 1,296 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Sarasin & Partners's 13F filing for Q1 2021, filed 29 Apr 2021.