WCM
XYZ

Weld Capital Management’s Block Inc XYZ Stock Holding History

Weld Capital Management’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
-25,350
Closed -$1.57M – 981
2019
Q3 		$1.57M Buy
25,350
+11,323
+81% +$769K 0.29% 79
2019
Q2 		$1.02M Buy
14,027
+7,707
+122% +$538K 0.19% 171
2019
Q1 		$473K Buy
+6,320
New +$458K 0.09% 405

Other funds holding XYZ

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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

Weld Capital Management's XYZ Position: Q4 2019 in Review

Weld Capital Management sold out of Block Inc (XYZ) in Q4 2019, closing a stake of 25,350 shares — an estimated $1.57M sold.

Weld Capital Management first reported a position in XYZ in Q1 2019 and held it in 3 quarters. The position peaked at $1.57M in Q3 2019. 785 funds tracked by Wall St. Rank hold XYZ as of Q4 2019.

  • Weld Capital Management reported no remaining Block Inc position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 25,350 Block Inc shares in Q4 2019, an estimated $1.57M.
  • Weld Capital Management first reported a position in Block Inc in Q1 2019 and held it in 3 quarters.
  • Weld Capital Management's Block Inc position peaked at $1.57M in Q3 2019.
  • 785 funds tracked by Wall St. Rank held Block Inc as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.