Capital Fund Management (CFM)
XYZ

Capital Fund Management (CFM)’s Block Inc XYZ Stock Holding History

Capital Fund Management (CFM)’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
-630,332
Closed -$47M – 2413
2024
Q4 		$53.6M Sell
630,332
-745,205
-54% -$61.1M 0.14% 212
2024
Q3 		$92.3M Sell
1,375,537
-456,425
-25% -$29.5M 0.25% 96
2024
Q2 		$118M Buy
1,831,962
+1,430,802
+357% +$100M 0.35% 61
2024
Q1 		$33.9M Buy
401,160
+177,659
+79% +$12.8M 0.1% 274
2023
Q4 		$17.3M Sell
223,501
-849,838
-79% -$48.1M 0.05% 524
2023
Q3 		$47.5M Buy
+1,073,339
New +$66.5M 0.16% 158
2022
Q4 		– Sell
-157,802
Closed -$9.74M – 1666
2022
Q3 		$8.68M Buy
+157,802
New +$11.2M 0.07% 363
2022
Q2 		– Sell
-137,115
Closed -$12.5M – 1701
2022
Q1 		$18.6M Buy
137,115
+67,603
+97% +$8.18M 0.15% 186
2021
Q4 		$11.2M Buy
69,512
+53,878
+345% +$11.7M 0.08% 339
2021
Q3 		$3.75M Sell
15,634
-136,620
-90% -$35.1M 0.03% 685
2021
Q2 		$37.1M Buy
+152,254
New +$35.3M 0.29% 71
2020
Q2 		– Sell
-428,814
Closed -$32.8M – 1663
2020
Q1 		$22.5M Buy
428,814
+194,180
+83% +$13.3M 0.35% 64
2019
Q4 		$14.7M Buy
234,634
+226,727
+2,867% +$14.5M 0.12% 226
2019
Q3 		$490K Sell
7,907
-96,452
-92% -$6.55M ﹤0.01% 1264
2019
Q2 		$7.57M Buy
104,359
+71,863
+221% +$5.02M 0.07% 380
2019
Q1 		$2.44M Sell
32,496
-71,735
-69% -$5.2M 0.02% 735
2018
Q4 		$5.85M Buy
104,231
+73,895
+244% +$5.22M 0.05% 454
2018
Q3 		$3M Sell
30,336
-772,400
-96% -$59.6M 0.02% 958
2018
Q2 		$49.5M Buy
+802,736
New +$44.2M 0.26% 96
2018
Q1 		– Sell
-494,230
Closed -$22.7M – 2244
2017
Q4 		$17.1M Buy
494,230
+440,071
+813% +$16.1M 0.09% 260
2017
Q3 		$1.56M Sell
54,159
-298,801
-85% -$7.82M 0.01% 830
2017
Q2 		$8.28M Buy
+352,960
New +$7.3M 0.07% 334

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Capital Fund Management (CFM)'s XYZ Position: Q1 2025 in Review

Capital Fund Management (CFM) sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 630,332 shares — an estimated $47M sold.

Capital Fund Management (CFM) first reported a position in XYZ in Q2 2017 and held it in 22 quarters. The position peaked at $118M in Q2 2024. 1,013 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Capital Fund Management (CFM) reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 630,332 Block Inc shares in Q1 2025, an estimated $47M.
  • Capital Fund Management (CFM) first reported a position in Block Inc in Q2 2017 and held it in 22 quarters.
  • Capital Fund Management (CFM)'s Block Inc position peaked at $118M in Q2 2024.
  • 1,013 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2025, filed 14 May 2025.