BCM
XYZ

Bluefin Capital Management’s Block Inc XYZ Stock Holding History

Bluefin 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
2022
Q2 		– Sell
-5,000
Closed -$678K – 771
2022
Q1 		$678K Buy
+5,000
New +$605K 0.06% 170
2021
Q2 		– Sell
-1,739
Closed -$395K – 915
2021
Q1 		$395K Sell
1,739
-30,168
-95% -$7.06M 0.02% 345
2020
Q4 		$6.94M Buy
+31,907
New +$6.22M 0.41% 39
2020
Q3 		– Sell
-35,220
Closed -$4.97M – 35
2020
Q2 		$3.7M Sell
35,220
-49,470
-58% -$3.79M 0.31% 47
2020
Q1 		$4.44M Sell
84,690
-32,709
-28% -$2.24M 0.57% 35
2019
Q4 		$7.34M Buy
117,399
+44,553
+61% +$2.85M 0.49% 53
2019
Q3 		$4.51M Buy
+72,846
New +$4.95M 0.65% 27
2019
Q2 		– Sell
-109,214
Closed -$7.63M – 496
2019
Q1 		$8.18M Buy
109,214
+104,517
+2,225% +$7.57M 1.18% 15
2018
Q4 		$263K Sell
4,697
-50,006
-91% -$3.53M 0.03% 217
2018
Q3 		$5.42M Buy
54,703
+20,802
+61% +$1.6M 0.5% 43
2018
Q2 		$2.09M Buy
+33,901
New +$1.86M 0.16% 90

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return