SEC 13F Intelligence

Ergoteles LLC / XYZ

Ergoteles LLC’s Block Inc Position

Does Ergoteles LLC own Block Inc (XYZ)? Not currently — the last reported position was 59.0K shares worth $14M in Q2 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$14M
Q2 2021
Shares
59.0K
% of Portfolio
+0.33%
Quarters Held
3
position exited

Position History XYZ

Reported value by quarter
Q3 ’20: $10MQ3 ’20Q4 ’20: $26MQ4 ’20Q2 ’21: $14MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202159.0K$14M+0.33%
Q4 2020120.0K$26M+0.87%
Q3 202064.1K$10M+1.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ergoteles LLC’s full portfolio or all institutional holders of XYZ.