Capital CS Group’s Block Inc XYZ Stock Holding History

Capital CS Group’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 Q4	–	Sell	-17,700	Closed	-$85.8K	–	101
2025 Q3	$85.8K	Buy	+17,700	New	+$1.32M	0.14%	70

Other funds holding XYZ

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital CS Group's XYZ Position: Q4 2021 in Review

Capital CS Group sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 5,123 shares — an estimated $1.23M sold.

Capital CS Group first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $1.23M in Q3 2021. 1,364 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Capital CS Group reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Capital CS Group sold 5,123 Block Inc shares in Q4 2021, an estimated $1.23M.
Capital CS Group first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
Capital CS Group's Block Inc position peaked at $1.23M in Q3 2021.
1,364 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Capital CS Group's 13F filing for Q4 2021, filed 20 Jan 2022.