SYBT
XYZ

Stock Yards Bank & Trust’s Block Inc XYZ Stock Holding History

Stock Yards Bank & Trust’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
2023
Q2 		– Sell
-2,931
Closed -$201K – 407
2023
Q1 		$201K Buy
+2,931
New +$219K 0.01% 388
2022
Q3 		– Sell
-3,344
Closed -$206K – 419
2022
Q2 		$206K Buy
+3,344
New +$306K 0.01% 399

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Stock Yards Bank & Trust's XYZ Position: Q2 2023 in Review

Stock Yards Bank & Trust sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 2,931 shares — an estimated $201K sold.

Stock Yards Bank & Trust first reported a position in XYZ in Q2 2022 and held it in 2 quarters. The position peaked at $206K in Q2 2022. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Stock Yards Bank & Trust reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 2,931 Block Inc shares in Q2 2023, an estimated $201K.
  • Stock Yards Bank & Trust first reported a position in Block Inc in Q2 2022 and held it in 2 quarters.
  • Stock Yards Bank & Trust's Block Inc position peaked at $206K in Q2 2022.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.