Canal Capital Management’s Block Inc XYZ Stock Holding History

Canal 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
2025 Q1	–	Sell	-2,458	Closed	-$209K	–	186
2024 Q4	$209K	Buy	+2,458	New	+$202K	0.03%	162
2024 Q2	–	Sell	-2,866	Closed	-$242K	–	155
2024 Q1	$242K	Hold	2,866	–	–	0.04%	134
2023 Q4	$222K	Buy	+2,866	New	+$162K	0.04%	154
2023 Q3	–	Sell	-3,242	Closed	-$216K	–	155
2023 Q2	$216K	Sell	3,242 -236	-7%	-$14.7K	0.04%	145
2023 Q1	$239K	Sell	3,478 -18,163	-84%	-$1.36M	0.05%	141
2022 Q4	$1.36M	Sell	21,641 -7,816	-27%	-$482K	0.33%	69
2022 Q3	$1.62M	Buy	29,457 +6,682	+29%	+$473K	0.47%	55
2022 Q2	$1.4M	Buy	22,775 +5,682	+33%	+$519K	0.42%	58
2022 Q1	$2.32M	Buy	17,093 +8,650	+102%	+$1.05M	0.63%	48
2021 Q4	$1.36M	Sell	8,443 -2,807	-25%	-$608K	0.33%	65
2021 Q3	$2.7M	Buy	11,250 +1,857	+20%	+$477K	0.77%	43
2021 Q2	$2.29M	Buy	9,393 +6,552	+231%	+$1.52M	0.66%	45
2021 Q1	$645K	Buy	2,841 +153	+6%	+$35.8K	0.22%	82
2020 Q4	$585K	Buy	2,688 +118	+5%	+$23K	0.22%	84
2020 Q3	$418K	Sell	2,570 -40	-2%	-$5.65K	0.18%	88
2020 Q2	$274K	Buy	+2,610	New	+$200K	0.13%	94

Other funds holding XYZ

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

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 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 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

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM