AS
XYZ

Alex Sacerdote’s Block Inc XYZ Stock Holding History

Alex Sacerdote’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
Q1 		– Sell
-389,188
Closed -$24.5M – 52
2022
Q4 		$24.5M Sell
389,188
-1,221,119
-76% -$75.3M 0.82% 30
2022
Q3 		$88.6M Buy
+1,610,307
New +$114M 2.49% 17
2022
Q1 		– Sell
-640,849
Closed -$104M – 64
2021
Q4 		$104M Sell
640,849
-317,007
-33% -$68.7M 0.87% 30
2021
Q3 		$230M Sell
957,856
-2,480
-0.3% -$637K 1.51% 25
2021
Q2 		$234M Buy
+960,336
New +$223M 1.53% 28
2021
Q1 		– Sell
-2,788,458
Closed -$607M – 66
2020
Q4 		$607M Buy
2,788,458
+61,077
+2% +$11.9M 4.04% 4
2020
Q3 		$443M Sell
2,727,381
-726,391
-21% -$103M 2.93% 10
2020
Q2 		$362M Buy
+3,453,772
New +$264M 2.89% 11
2019
Q3 		– Sell
-716,639
Closed -$52M – 49
2019
Q2 		$52M Sell
716,639
-1,519,090
-68% -$106M 0.89% 33
2019
Q1 		$168M Buy
2,235,729
+330,637
+17% +$24M 3.02% 14
2018
Q4 		$107M Sell
1,905,092
-422,236
-18% -$29.8M 3.4% 14
2018
Q3 		$230M Buy
2,327,328
+41,518
+2% +$3.2M 5.14% 4
2018
Q2 		$141M Sell
2,285,810
-1,389,346
-38% -$76.4M 4.03% 10
2018
Q1 		$181M Buy
+3,675,156
New +$169M 6.14% 4
2017
Q4 		– Sell
-1,538,955
Closed -$44.3M – 35
2017
Q3 		$44.3M Buy
+1,538,955
New +$40.3M 2.31% 19

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Alex Sacerdote's XYZ Position: Q1 2023 in Review

Alex Sacerdote sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 389,188 shares — an estimated $24.5M sold.

Alex Sacerdote first reported a position in XYZ in Q3 2017 and held it in 15 quarters. The position peaked at $607M in Q4 2020. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Alex Sacerdote reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Alex Sacerdote sold 389,188 Block Inc shares in Q1 2023, an estimated $24.5M.
  • Alex Sacerdote first reported a position in Block Inc in Q3 2017 and held it in 15 quarters.
  • Alex Sacerdote's Block Inc position peaked at $607M in Q4 2020.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Whale Rock Capital Management's 13F filing for Q1 2023, filed 15 May 2023.