CT
XYZ

Cambridge Trust’s Block Inc XYZ Stock Holding History

Cambridge Trust’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
2024
Q1 		– Sell
-20
Closed -$1.55K – 725
2023
Q4 		$1.55K Buy
+20
New +$1.13K ﹤0.01% 667
2023
Q3 		– Sell
-381
Closed -$25.4K – 740
2023
Q2 		$25.4K Hold
381
– – ﹤0.01% 496
2023
Q1 		$26.2K Hold
381
– – ﹤0.01% 516
2022
Q4 		$24K Sell
381
-40
-10% -$2.47K ﹤0.01% 536
2022
Q3 		$23K Sell
421
-450
-52% -$31.9K ﹤0.01% 555
2022
Q2 		$53K Sell
871
-95
-10% -$8.68K ﹤0.01% 477
2022
Q1 		$131K Sell
966
-189
-16% -$22.9K ﹤0.01% 384
2021
Q4 		$186K Buy
+1,155
New +$250K 0.01% 342

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

Cambridge Trust's XYZ Position: Q1 2024 in Review

Cambridge Trust sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 20 shares — an estimated $1.55K sold.

Cambridge Trust first reported a position in XYZ in Q4 2021 and held it in 8 quarters. The position peaked at $186K in Q4 2021. 1,068 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Cambridge Trust reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 20 Block Inc shares in Q1 2024, an estimated $1.55K.
  • Cambridge Trust first reported a position in Block Inc in Q4 2021 and held it in 8 quarters.
  • Cambridge Trust's Block Inc position peaked at $186K in Q4 2021.
  • 1,068 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.