SBSB
XYZ

Sullivan, Bruyette, Speros & Blaney’s Block Inc XYZ Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$116K Sell
510
-190
-27% -$44.4K 0.01% 392
2020
Q4 		$152K Buy
+700
New +$137K 0.01% 326

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's XYZ Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Block Inc (XYZ) stake by 27% in Q1 2021, selling an estimated $44.4K and leaving 510 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #392.

Sullivan, Bruyette, Speros & Blaney first reported a position in XYZ in Q4 2020 and has held it in 2 quarters since. The position peaked at $152K in Q4 2020. 1,297 funds tracked by Wall St. Rank hold XYZ as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 510 shares of Block Inc worth $116K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 190 Block Inc shares in Q1 2021, an estimated $44.4K.
  • Block Inc made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #392 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Block Inc in Q4 2020 and has held it in 2 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's Block Inc position peaked at $152K in Q4 2020.
  • 1,297 funds tracked by Wall St. Rank held Block Inc as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.