Sovarnum Capital’s Block Inc XYZ Stock Holding History

Sovarnum Capital’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 Q4	–	Sell	-3,000	Closed	-$720K	–	59
2021 Q3	$720K	Sell	3,000 -750	-20%	-$193K	0.68%	51
2021 Q2	$914K	Buy	3,750 +1,750	+88%	+$406K	0.58%	58
2021 Q1	$454K	Sell	2,000 -8,500	-81%	-$1.99M	0.34%	61
2020 Q4	$2.29M	Buy	+10,500	New	+$2.05M	1.6%	26
2019 Q2	–	Sell	-3,500	Closed	-$262K	–	60
2019 Q1	$262K	Buy	+3,500	New	+$254K	0.35%	38

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

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

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

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

Sovarnum Capital's XYZ Position: Q4 2021 in Review

Sovarnum Capital sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 3,000 shares — an estimated $720K sold.

Sovarnum Capital first reported a position in XYZ in Q1 2019 and held it in 5 quarters. The position peaked at $2.29M in Q4 2020. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Sovarnum Capital reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Sovarnum Capital sold 3,000 Block Inc shares in Q4 2021, an estimated $720K.
Sovarnum Capital first reported a position in Block Inc in Q1 2019 and held it in 5 quarters.
Sovarnum Capital's Block Inc position peaked at $2.29M in Q4 2020.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Sovarnum Capital's 13F filing for Q4 2021.