Boston Partners’s Block Inc XYZ Stock Holding History

Boston Partners’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 Q4	–	Sell	-16,679	Closed	-$165K	–	790
2023 Q3	$165K	Buy	+16,679	New	+$1.03M	﹤0.01%	707

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Boston Partners's XYZ Position: Q4 2023 in Review

Boston Partners sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 16,679 shares — an estimated $165K sold.

Boston Partners first reported a position in XYZ in Q3 2023 and held it in 1 quarter. The position peaked at $165K in Q3 2023. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

Boston Partners reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
Boston Partners sold 16,679 Block Inc shares in Q4 2023, an estimated $165K.
Boston Partners first reported a position in Block Inc in Q3 2023 and held it in 1 quarter.
Boston Partners's Block Inc position peaked at $165K in Q3 2023.
1,030 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Boston Partners's 13F filing for Q4 2023, filed 7 Feb 2024.