Summit X LLC’s Block Inc XYZ Stock Holding History

Summit X LLC’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	-974	Closed	-$239K	–	273
2021 Q3	$239K	Buy	974 +53	+6%	+$13.6K	0.06%	236
2021 Q2	$228K	Buy	+921	New	+$214K	0.06%	238
2018 Q4	–	Sell	-2,589	Closed	-$258K	–	236
2018 Q3	$258K	Buy	+2,589	New	+$200K	0.13%	188

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Summit X LLC's XYZ Position: Q4 2021 in Review

Summit X LLC sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 974 shares — an estimated $239K sold.

Summit X LLC first reported a position in XYZ in Q3 2018 and held it in 3 quarters. The position peaked at $258K in Q3 2018. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Summit X LLC reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Summit X LLC sold 974 Block Inc shares in Q4 2021, an estimated $239K.
Summit X LLC first reported a position in Block Inc in Q3 2018 and held it in 3 quarters.
Summit X LLC's Block Inc position peaked at $258K in Q3 2018.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Summit X LLC's 13F filing for Q4 2021, filed 19 Jan 2022.