Atika Capital Management’s Block Inc XYZ Stock Holding History

Atika Capital 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
2023 Q2	–	Sell	-120,000	Closed	-$8.24M	–	105
2023 Q1	$8.24M	Buy	120,000 +82,408	+219%	+$6.17M	1.22%	29
2022 Q4	$2.36M	Buy	+37,592	New	+$2.32M	0.34%	57
2022 Q2	–	Sell	-56,000	Closed	-$7.59M	–	99
2022 Q1	$7.59M	Buy	+56,000	New	+$6.78M	0.64%	52
2021 Q4	–	Sell	-105,500	Closed	-$25.3M	–	130
2021 Q3	$25.3M	Buy	105,500 +2,500	+2%	+$642K	1.51%	16
2021 Q2	$25.1M	Buy	103,000 +9,000	+10%	+$2.09M	1.98%	12
2021 Q1	$21.3M	Buy	+94,000	New	+$22M	1.85%	9
2020 Q4	–	Sell	-90,000	Closed	-$14.6M	–	149
2020 Q3	$14.6M	Buy	+90,000	New	+$12.7M	1.2%	26
2020 Q2	–	Sell	-29,000	Closed	-$1.52M	–	120
2020 Q1	$1.52M	Buy	+29,000	New	+$1.98M	0.29%	73
2019 Q3	–	Sell	-57,000	Closed	-$4.13M	–	89
2019 Q2	$4.13M	Sell	57,000 -31,000	-35%	-$2.17M	0.81%	54
2019 Q1	$6.59M	Hold	88,000	–	–	1.34%	31
2018 Q4	$4.94M	Sell	88,000 -17,000	-16%	-$1.2M	1.45%	27
2018 Q3	$10.4M	Buy	105,000 +15,000	+17%	+$1.16M	1.86%	14
2018 Q2	$5.55M	Buy	90,000 +6,000	+7%	+$330K	1.07%	33
2018 Q1	$4.13M	Buy	+84,000	New	+$3.86M	1.42%	31

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Atika Capital Management's XYZ Position: Q2 2023 in Review

Atika Capital Management sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 120,000 shares — an estimated $8.24M sold.

Atika Capital Management first reported a position in XYZ in Q1 2018 and held it in 14 quarters. The position peaked at $25.3M in Q3 2021. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

Atika Capital Management reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
Atika Capital Management sold 120,000 Block Inc shares in Q2 2023, an estimated $8.24M.
Atika Capital Management first reported a position in Block Inc in Q1 2018 and held it in 14 quarters.
Atika Capital Management's Block Inc position peaked at $25.3M in Q3 2021.
968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Atika Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.