ZIM
XYZ

Zacks Investment Management’s Block Inc XYZ Stock Holding History

Zacks Investment 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
2022
Q2 		– Sell
-2,104
Closed -$285K – 668
2022
Q1 		$285K Sell
2,104
-3,411
-62% -$413K ﹤0.01% 525
2021
Q4 		$890K Sell
5,515
-57,351
-91% -$12.4M 0.01% 387
2021
Q3 		$15.1M Sell
62,866
-7,909
-11% -$2.03M 0.24% 101
2021
Q2 		$17.3M Buy
70,775
+34,795
+97% +$8.07M 0.28% 96
2021
Q1 		$8.17M Sell
35,980
-33,343
-48% -$7.8M 0.15% 136
2020
Q4 		$15.1M Buy
69,323
+10,643
+18% +$2.08M 0.28% 100
2020
Q3 		$9.54M Buy
58,680
+9,169
+19% +$1.29M 0.19% 115
2020
Q2 		$5.2M Buy
49,511
+11,005
+29% +$843K 0.11% 136
2020
Q1 		$2.02M Sell
38,506
-1,108
-3% -$75.8K 0.05% 191
2019
Q4 		$2.48M Buy
+39,614
New +$2.53M 0.05% 230

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.15T AUM 47.82% 1-Year Est. Return

Zacks Investment Management's XYZ Position: Q2 2022 in Review

Zacks Investment Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,104 shares — an estimated $285K sold.

Zacks Investment Management first reported a position in XYZ in Q4 2019 and held it in 10 quarters. The position peaked at $17.3M in Q2 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Zacks Investment Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Zacks Investment Management sold 2,104 Block Inc shares in Q2 2022, an estimated $285K.
  • Zacks Investment Management first reported a position in Block Inc in Q4 2019 and held it in 10 quarters.
  • Zacks Investment Management's Block Inc position peaked at $17.3M in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Zacks Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.