SCM
XYZ

Sitrin Capital Management’s Block Inc XYZ Stock Holding History

Sitrin Capital Management’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
-43,561
Closed -$5.91M – 40
2022
Q1 		$5.91M Buy
43,561
+15,442
+55% +$1.87M 2.96% 18
2021
Q4 		$4.54M Buy
28,119
+167
+0.6% +$36.2K 2.14% 28
2021
Q3 		$6.7M Sell
27,952
-31
-0.1% -$7.96K 3.21% 18
2021
Q2 		$6.82M Sell
27,983
-549
-2% -$127K 3.07% 17
2021
Q1 		$6.48M Buy
28,532
+604
+2% +$141K 3.07% 16
2020
Q4 		$6.08M Sell
27,928
-10,969
-28% -$2.14M 3.03% 18
2020
Q3 		$6.6M Buy
+38,897
New +$5.49M 3.49% 9

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 $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sitrin Capital Management's XYZ Position: Q2 2022 in Review

Sitrin Capital Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 43,561 shares — an estimated $5.91M sold.

Sitrin Capital Management first reported a position in XYZ in Q3 2020 and held it in 7 quarters. The position peaked at $6.82M in Q2 2021. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Sitrin Capital Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Sitrin Capital Management sold 43,561 Block Inc shares in Q2 2022, an estimated $5.91M.
  • Sitrin Capital Management first reported a position in Block Inc in Q3 2020 and held it in 7 quarters.
  • Sitrin Capital Management's Block Inc position peaked at $6.82M in Q2 2021.
  • 1,028 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Sitrin Capital Management's 13F filing for Q2 2022, filed 22 Jul 2022.