SAM
XYZ

Stansberry Asset Management’s Block Inc XYZ Stock Holding History

Stansberry Asset 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
2020
Q1 		– Sell
-20,010
Closed -$1.25M – 59
2019
Q4 		$1.25M Buy
20,010
+3,482
+21% +$223K 0.51% 40
2019
Q3 		$1.02M Buy
+16,528
New +$1.12M 0.45% 40

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stansberry Asset Management's XYZ Position: Q1 2020 in Review

Stansberry Asset Management sold out of Block Inc (XYZ) in Q1 2020, closing a stake of 20,010 shares — an estimated $1.25M sold.

Stansberry Asset Management first reported a position in XYZ in Q3 2019 and held it in 2 quarters. The position peaked at $1.25M in Q4 2019. 756 funds tracked by Wall St. Rank hold XYZ as of Q1 2020.

  • Stansberry Asset Management reported no remaining Block Inc position as of Q1 2020 after selling out during the quarter.
  • Stansberry Asset Management sold 20,010 Block Inc shares in Q1 2020, an estimated $1.25M.
  • Stansberry Asset Management first reported a position in Block Inc in Q3 2019 and held it in 2 quarters.
  • Stansberry Asset Management's Block Inc position peaked at $1.25M in Q4 2019.
  • 756 funds tracked by Wall St. Rank held Block Inc as of Q1 2020.

Based on Stansberry Asset Management's 13F filing for Q1 2020, filed 15 May 2020.