Scout Investments’s Block Inc XYZ Stock Holding History

Scout Investments’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
2019 Q1	–	Sell	-186,986	Closed	-$10.5M	–	292
2018 Q4	$10.5M	Sell	186,986 -162,243	-46%	-$11.5M	0.26%	122
2018 Q3	$34.6M	Buy	+349,229	New	+$26.9M	0.71%	34

Other funds holding XYZ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Scout Investments's XYZ Position: Q1 2019 in Review

Scout Investments sold out of Block Inc (XYZ) in Q1 2019, closing a stake of 186,986 shares — an estimated $10.5M sold.

Scout Investments first reported a position in XYZ in Q3 2018 and held it in 2 quarters. The position peaked at $34.6M in Q3 2018. 758 funds tracked by Wall St. Rank hold XYZ as of Q1 2019.

Scout Investments reported no remaining Block Inc position as of Q1 2019 after selling out during the quarter.
Scout Investments sold 186,986 Block Inc shares in Q1 2019, an estimated $10.5M.
Scout Investments first reported a position in Block Inc in Q3 2018 and held it in 2 quarters.
Scout Investments's Block Inc position peaked at $34.6M in Q3 2018.
758 funds tracked by Wall St. Rank held Block Inc as of Q1 2019.

Based on Scout Investments's 13F filing for Q1 2019, filed 12 Apr 2019.