Winslow Evans & Crocker’s Block Inc XYZ Stock Holding History

Winslow Evans & Crocker’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	$282K	Buy	1,297 +761	+142%	+$148K	0.05%	280
2020 Q3	$87K	Sell	536 -150	-22%	-$21.2K	0.02%	377
2020 Q2	$72K	Hold	686	–	–	0.02%	403
2020 Q1	$38K	Buy	686 +36	+6%	+$2.46K	0.01%	474
2019 Q4	$42K	Hold	650	–	–	0.01%	534
2019 Q3	$42K	Sell	650 -280	-30%	-$19K	0.01%	530
2019 Q2	$70K	Buy	930 +100	+12%	+$6.99K	0.02%	457
2019 Q1	$64K	Buy	830 +280	+51%	+$20.3K	0.02%	455
2018 Q4	$32K	Sell	550 -6,176	-92%	-$436K	0.01%	549
2018 Q3	$668K	Buy	6,726 +5,776	+608%	+$445K	0.2%	114
2018 Q2	$60K	Sell	950 -450	-32%	-$24.8K	0.02%	464
2018 Q1	$68.9K	Hold	1,400	–	–	0.02%	423
2017 Q4	$48.5K	Buy	+1,400	New	+$51.3K	0.02%	497

Other funds holding XYZ

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Winslow Evans & Crocker's XYZ Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Block Inc (XYZ) stake by 142% in Q4 2020, buying an estimated $148K and bringing the position to 1,297 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #280.

Winslow Evans & Crocker first reported a position in XYZ in Q4 2017 and has held it in 13 quarters since. The position peaked at $668K in Q3 2018. 1,241 funds tracked by Wall St. Rank hold XYZ as of Q4 2020.

Winslow Evans & Crocker held 1,297 shares of Block Inc worth $282K as of Q4 2020.
Winslow Evans & Crocker bought 761 Block Inc shares in Q4 2020, an estimated $148K.
Block Inc made up 0.05% of Winslow Evans & Crocker's portfolio in Q4 2020, its #280 holding.
Winslow Evans & Crocker first reported a position in Block Inc in Q4 2017 and has held it in 13 quarters since.
Winslow Evans & Crocker's Block Inc position peaked at $668K in Q3 2018.
1,241 funds tracked by Wall St. Rank held Block Inc as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.