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Versor Investments’s Block Inc XYZ Stock Holding History

Versor Investments’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
Q3 		– Sell
-3,353
Closed -$817K – 588
2021
Q2 		$817K Sell
3,353
-2,903
-46% -$673K 0.03% 86
2021
Q1 		$1.42M Buy
6,256
+4,468
+250% +$1.05M 0.08% 45
2020
Q4 		$389K Buy
+1,788
New +$349K 0.03% 51
2017
Q4 		– Sell
-31,800
Closed -$916K – 297
2017
Q3 		$916K Buy
31,800
+9,100
+40% +$238K 0.3% 36
2017
Q2 		$533K Buy
+22,700
New +$469K 0.14% 60

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Versor Investments's XYZ Position: Q3 2021 in Review

Versor Investments sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 3,353 shares — an estimated $817K sold.

Versor Investments first reported a position in XYZ in Q2 2017 and held it in 5 quarters. The position peaked at $1.42M in Q1 2021. 1,379 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Versor Investments reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • Versor Investments sold 3,353 Block Inc shares in Q3 2021, an estimated $817K.
  • Versor Investments first reported a position in Block Inc in Q2 2017 and held it in 5 quarters.
  • Versor Investments's Block Inc position peaked at $1.42M in Q1 2021.
  • 1,379 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

Based on Versor Investments's 13F filing for Q3 2021, filed 4 Nov 2021.