YMRC
XYZ

Yorktown Management & Research Company’s Block Inc XYZ Stock Holding History

Yorktown Management & Research 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
2022
Q2 		– Sell
-2,011
Closed -$273K – 246
2022
Q1 		$273K Buy
+2,011
New +$243K 0.23% 171
2021
Q4 		– Sell
-1,100
Closed -$264K – 271
2021
Q3 		$264K Hold
1,100
– – 0.2% 202
2021
Q2 		$268K Hold
1,100
– – 0.21% 201
2021
Q1 		$250K Sell
1,100
-1,050
-49% -$246K 0.21% 190
2020
Q4 		$468K Buy
+2,150
New +$419K 0.42% 90

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Yorktown Management & Research Company's XYZ Position: Q2 2022 in Review

Yorktown Management & Research Company sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,011 shares — an estimated $273K sold.

Yorktown Management & Research Company first reported a position in XYZ in Q4 2020 and held it in 5 quarters. The position peaked at $468K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Yorktown Management & Research Company reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Yorktown Management & Research Company sold 2,011 Block Inc shares in Q2 2022, an estimated $273K.
  • Yorktown Management & Research Company first reported a position in Block Inc in Q4 2020 and held it in 5 quarters.
  • Yorktown Management & Research Company's Block Inc position peaked at $468K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Yorktown Management & Research Company's 13F filing for Q2 2022, filed 29 Jul 2022.