VLC
XYZ

Van Leeuwen & Company’s Block Inc XYZ Stock Holding History

Van Leeuwen & Company’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
2022
Q2 		– Sell
-2,541
Closed -$345K – 71
2022
Q1 		$345K Buy
2,541
+95
+4% +$11.5K 0.25% 56
2021
Q4 		$395K Sell
2,446
-2,200
-47% -$477K 0.22% 55
2021
Q3 		$1.11M Hold
4,646
– – 0.68% 42
2021
Q2 		$1.12M Buy
4,646
+1,200
+35% +$278K 0.67% 41
2021
Q1 		$782K Buy
3,446
+744
+28% +$174K 0.51% 43
2020
Q4 		$588K Sell
2,702
-220
-8% -$42.9K 0.39% 52
2020
Q3 		$475K Sell
2,922
-300
-9% -$42.4K 0.37% 49
2020
Q2 		$338K Sell
3,222
-1,338
-29% -$102K 0.26% 55
2020
Q1 		$239K Sell
4,560
-500
-10% -$34.2K 0.23% 63
2019
Q4 		$317K Buy
+5,060
New +$323K 0.26% 65
2019
Q3 		– Sell
-4,560
Closed -$331K – 83
2019
Q2 		$331K Buy
4,560
+1,760
+63% +$123K 0.3% 66
2019
Q1 		$210K Buy
+2,800
New +$203K 0.2% 74
2018
Q4 		– Sell
-2,460
Closed -$244K – 90
2018
Q3 		$244K Buy
+2,460
New +$190K 0.22% 72

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Van Leeuwen & Company's XYZ Position: Q2 2022 in Review

Van Leeuwen & Company sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,541 shares — an estimated $345K sold.

Van Leeuwen & Company first reported a position in XYZ in Q3 2018 and held it in 13 quarters. The position peaked at $1.12M in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Van Leeuwen & Company reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Van Leeuwen & Company sold 2,541 Block Inc shares in Q2 2022, an estimated $345K.
  • Van Leeuwen & Company first reported a position in Block Inc in Q3 2018 and held it in 13 quarters.
  • Van Leeuwen & Company's Block Inc position peaked at $1.12M in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Van Leeuwen & Company's 13F filing for Q2 2022, filed 11 Aug 2022.