Weil Company’s Block Inc XYZ Stock Holding History

Weil 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
2019 Q4	–	Sell	-504	Closed	-$31K	–	351
2019 Q3	$31K	Buy	+504	New	+$34.2K	0.02%	221

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Weil Company's XYZ Position: Q4 2019 in Review

Weil Company sold out of Block Inc (XYZ) in Q4 2019, closing a stake of 504 shares — an estimated $31K sold.

Weil Company first reported a position in XYZ in Q3 2019 and held it in 1 quarter. The position peaked at $31K in Q3 2019. 785 funds tracked by Wall St. Rank hold XYZ as of Q4 2019.

Weil Company reported no remaining Block Inc position as of Q4 2019 after selling out during the quarter.
Weil Company sold 504 Block Inc shares in Q4 2019, an estimated $31K.
Weil Company first reported a position in Block Inc in Q3 2019 and held it in 1 quarter.
Weil Company's Block Inc position peaked at $31K in Q3 2019.
785 funds tracked by Wall St. Rank held Block Inc as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.