CGIM
XYZ

Capital Group Investment Management’s Block Inc XYZ Stock Holding History

Capital Group Investment 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
2024
Q2 		– Sell
-9,553
Closed -$808K – 183
2024
Q1 		$808K Sell
9,553
-1,168
-11% -$84.5K 0.14% 148
2023
Q4 		$829K Hold
10,721
– – 0.09% 159
2023
Q3 		$475K Hold
10,721
– – 0.03% 175
2023
Q2 		$714K Sell
10,721
-213,690
-95% -$13.4M 0.04% 159
2023
Q1 		$15.4M Buy
224,411
+49,824
+29% +$3.73M 0.82% 53
2022
Q4 		$11M Buy
+174,587
New +$10.8M 0.42% 82

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Group Investment Management's XYZ Position: Q2 2024 in Review

Capital Group Investment Management sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 9,553 shares — an estimated $808K sold.

Capital Group Investment Management first reported a position in XYZ in Q4 2022 and held it in 6 quarters. The position peaked at $15.4M in Q1 2023. 999 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Capital Group Investment Management reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Capital Group Investment Management sold 9,553 Block Inc shares in Q2 2024, an estimated $808K.
  • Capital Group Investment Management first reported a position in Block Inc in Q4 2022 and held it in 6 quarters.
  • Capital Group Investment Management's Block Inc position peaked at $15.4M in Q1 2023.
  • 999 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Capital Group Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.