AI
XYZ

Axiom Investors’s Block Inc XYZ Stock Holding History

Axiom Investors’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
2022
Q2 		– Sell
-148,228
Closed -$20.1M – 129
2022
Q1 		$20.1M Sell
148,228
-221,395
-60% -$26.8M 0.48% 43
2021
Q4 		$59.7M Sell
369,623
-5,579
-1% -$1.21M 1.1% 29
2021
Q3 		$90M Buy
375,202
+95,445
+34% +$24.5M 1.48% 24
2021
Q2 		$68.2M Buy
279,757
+86,904
+45% +$20.2M 1.1% 30
2021
Q1 		$43.8M Sell
192,853
-8,402
-4% -$1.97M 0.79% 42
2020
Q4 		$43.8M Buy
201,255
+180,617
+875% +$35.2M 0.69% 41
2020
Q3 		$3.35M Buy
+20,638
New +$2.91M 0.05% 84

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axiom Investors's XYZ Position: Q2 2022 in Review

Axiom Investors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 148,228 shares — an estimated $20.1M sold.

Axiom Investors first reported a position in XYZ in Q3 2020 and held it in 7 quarters. The position peaked at $90M in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Axiom Investors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Axiom Investors sold 148,228 Block Inc shares in Q2 2022, an estimated $20.1M.
  • Axiom Investors first reported a position in Block Inc in Q3 2020 and held it in 7 quarters.
  • Axiom Investors's Block Inc position peaked at $90M in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Axiom Investors's 13F filing for Q2 2022, filed 11 Aug 2022.