VU
XYZ

Vanderbilt University’s Block Inc XYZ Stock Holding History

Vanderbilt University’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
Q4 		– Sell
-202,416
Closed -$32.9M – 13
2020
Q3 		$32.9M Sell
202,416
-135,000
-40% -$19.1M 12.44% 3
2020
Q2 		$35.4M Buy
337,416
+80,012
+31% +$6.13M 13.45% 3
2020
Q1 		$13.5M Buy
257,404
+85,818
+50% +$5.87M 6.85% 4
2019
Q4 		$10.7M Buy
171,586
+17,257
+11% +$1.1M 3.89% 4
2019
Q3 		$9.56M Hold
154,329
– – 4.33% 4
2019
Q2 		$11.2M Hold
154,329
– – 6.09% 3
2019
Q1 		$11.6M Buy
+154,329
New +$11.2M 9.79% 3

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanderbilt University's XYZ Position: Q4 2020 in Review

Vanderbilt University sold out of Block Inc (XYZ) in Q4 2020, closing a stake of 202,416 shares — an estimated $32.9M sold.

Vanderbilt University first reported a position in XYZ in Q1 2019 and held it in 7 quarters. The position peaked at $35.4M in Q2 2020. 1,241 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

  • Vanderbilt University reported no remaining Block Inc position as of Q4 2020 after selling out during the quarter.
  • Vanderbilt University sold 202,416 Block Inc shares in Q4 2020, an estimated $32.9M.
  • Vanderbilt University first reported a position in Block Inc in Q1 2019 and held it in 7 quarters.
  • Vanderbilt University's Block Inc position peaked at $35.4M in Q2 2020.
  • 1,241 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Vanderbilt University's 13F filing for Q4 2020, filed 19 May 2023.