AC
XYZ

Aaron Cowen’s Block Inc XYZ Stock Holding History

Aaron Cowen’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
2023
Q3 		– Sell
-432,296
Closed -$28.8M – 105
2023
Q2 		$28.8M Buy
432,296
+64,856
+18% +$4.05M 1.54% 21
2023
Q1 		$25.2M Sell
367,440
-476,863
-56% -$35.7M 1.07% 33
2022
Q4 		$53.1M Buy
844,303
+182,763
+28% +$11.3M 2.23% 18
2022
Q3 		$36.4M Sell
661,540
-18,136
-3% -$1.28M 1.51% 28
2022
Q2 		$41.8M Buy
+679,676
New +$62.1M 1.59% 23
2022
Q1 		– Sell
-429,984
Closed -$69.4M – 107
2021
Q4 		$69.4M Buy
429,984
+127,054
+42% +$27.5M 1.34% 27
2021
Q3 		$72.7M Buy
+302,930
New +$77.8M 1.22% 30
2021
Q2 		– Sell
-400,950
Closed -$91M – 135
2021
Q1 		$91M Buy
+400,950
New +$93.8M 1.35% 32
2020
Q4 		– Sell
-332,550
Closed -$54.1M – 125
2020
Q3 		$54.1M Buy
+332,550
New +$47M 0.97% 38

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Aaron Cowen's XYZ Position: Q3 2023 in Review

Aaron Cowen sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 432,296 shares — an estimated $28.8M sold.

Aaron Cowen first reported a position in XYZ in Q3 2020 and held it in 9 quarters. The position peaked at $91M in Q1 2021. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Aaron Cowen reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Aaron Cowen sold 432,296 Block Inc shares in Q3 2023, an estimated $28.8M.
  • Aaron Cowen first reported a position in Block Inc in Q3 2020 and held it in 9 quarters.
  • Aaron Cowen's Block Inc position peaked at $91M in Q1 2021.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Suvretta Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.