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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return