AIM
XYZ

Ausbil Investment Management’s Block Inc XYZ Stock Holding History

Ausbil Investment 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
-4,084
Closed -$280K – 67
2023
Q1 		$280K Buy
+4,084
New +$306K 0.2% 38

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Ausbil Investment Management's XYZ Position: Q2 2023 in Review

Ausbil Investment Management sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 4,084 shares — an estimated $280K sold.

Ausbil Investment Management first reported a position in XYZ in Q1 2023 and held it in 1 quarter. The position peaked at $280K in Q1 2023. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Ausbil Investment Management reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Ausbil Investment Management sold 4,084 Block Inc shares in Q2 2023, an estimated $280K.
  • Ausbil Investment Management first reported a position in Block Inc in Q1 2023 and held it in 1 quarter.
  • Ausbil Investment Management's Block Inc position peaked at $280K in Q1 2023.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Ausbil Investment Management's 13F filing for Q2 2023, filed 12 Jul 2023.