CJ
XYZ

Caitlin John’s Block Inc XYZ Stock Holding History

Caitlin John’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
2025
Q1 		– Sell
-200
Closed -$17K – 854
2024
Q4 		$17K Buy
+200
New +$16.4K 0.01% 396
2024
Q3 		– Sell
-50
Closed -$3.23K – 952
2024
Q2 		$3.23K Sell
50
-243
-83% -$17K ﹤0.01% 603
2024
Q1 		$24.8K Buy
293
+200
+215% +$14.5K 0.02% 331
2023
Q4 		$7.19K Buy
+93
New +$5.26K 0.01% 492

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Caitlin John's XYZ Position: Q1 2025 in Review

Caitlin John sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 200 shares — an estimated $17K sold.

Caitlin John first reported a position in XYZ in Q4 2023 and held it in 4 quarters. The position peaked at $24.8K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Caitlin John reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Caitlin John sold 200 Block Inc shares in Q1 2025, an estimated $17K.
  • Caitlin John first reported a position in Block Inc in Q4 2023 and held it in 4 quarters.
  • Caitlin John's Block Inc position peaked at $24.8K in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.