AL
XYZ

Arnhold LLC’s Block Inc XYZ Stock Holding History

Arnhold LLC’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
2025
Q1 		– Sell
-2,545
Closed -$216K – 121
2024
Q4 		$216K Buy
+2,545
New +$209K 0.02% 110
2024
Q2 		– Sell
-2,545
Closed -$215K – 122
2024
Q1 		$215K Buy
+2,545
New +$184K 0.02% 108
2022
Q3 		– Sell
-7,151
Closed -$440K – 144
2022
Q2 		$440K Buy
7,151
+4,500
+170% +$411K 0.05% 109
2022
Q1 		$359K Sell
2,651
-56
-2% -$6.78K 0.04% 114
2021
Q4 		$437K Buy
2,707
+56
+2% +$12.1K 0.05% 106
2021
Q3 		$636K Buy
2,651
+105
+4% +$27K 0.07% 97
2021
Q2 		$621K Hold
2,546
– – 0.07% 95
2021
Q1 		$578K Buy
2,546
+106
+4% +$24.8K 0.07% 101
2020
Q4 		$531K Hold
2,440
– – 0.07% 110
2020
Q3 		$397K Hold
2,440
– – 0.06% 117
2020
Q2 		$256K Buy
+2,440
New +$187K 0.04% 125

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arnhold LLC's XYZ Position: Q1 2025 in Review

Arnhold LLC sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,545 shares — an estimated $216K sold.

Arnhold LLC first reported a position in XYZ in Q2 2020 and held it in 11 quarters. The position peaked at $636K in Q3 2021. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Arnhold LLC reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Arnhold LLC sold 2,545 Block Inc shares in Q1 2025, an estimated $216K.
  • Arnhold LLC first reported a position in Block Inc in Q2 2020 and held it in 11 quarters.
  • Arnhold LLC's Block Inc position peaked at $636K in Q3 2021.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Arnhold LLC's 13F filing for Q1 2025, filed 14 May 2025.