Capital International Investors
XYZ

Capital International Investors’s Block Inc XYZ Stock Holding History

Capital International Investors’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
2023
Q2 		– Sell
-5,038,062
Closed -$346M – 453
2023
Q1 		$346M Buy
5,038,062
+1,658,269
+49% +$124M 0.09% 187
2022
Q4 		$212M Sell
3,379,793
-492,166
-13% -$30.4M 0.06% 234
2022
Q3 		$213M Buy
3,871,959
+316,919
+9% +$22.4M 0.06% 230
2022
Q2 		$218M Sell
3,555,040
-385,005
-10% -$35.2M 0.06% 239
2022
Q1 		$534M Buy
3,940,045
+1,979,650
+101% +$240M 0.12% 167
2021
Q4 		$317M Buy
1,960,395
+629,802
+47% +$136M 0.07% 226
2021
Q3 		$319M Buy
1,330,593
+238,126
+22% +$61.2M 0.07% 215
2021
Q2 		$266M Buy
1,092,467
+476
+0% +$110K 0.06% 222
2021
Q1 		$248M Buy
1,091,991
+197,046
+22% +$46.1M 0.06% 220
2020
Q4 		$195M Buy
894,945
+67,637
+8% +$13.2M 0.05% 237
2020
Q3 		$134M Buy
+827,308
New +$117M 0.04% 250
2019
Q2 		– Sell
-176,000
Closed -$13.2M – 412
2019
Q1 		$13.2M Hold
176,000
– – 0.01% 343
2018
Q4 		$9.87M Sell
176,000
-118,900
-40% -$8.4M ﹤0.01% 344
2018
Q3 		$29.2M Buy
+294,900
New +$22.7M 0.01% 310

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $175B AUM 40.63% 1-Year Est. Return

Capital International Investors's XYZ Position: Q2 2023 in Review

Capital International Investors sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 5,038,062 shares — an estimated $346M sold.

Capital International Investors first reported a position in XYZ in Q3 2018 and held it in 14 quarters. The position peaked at $534M in Q1 2022. 969 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Capital International Investors reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Capital International Investors sold 5,038,062 Block Inc shares in Q2 2023, an estimated $346M.
  • Capital International Investors first reported a position in Block Inc in Q3 2018 and held it in 14 quarters.
  • Capital International Investors's Block Inc position peaked at $534M in Q1 2022.
  • 969 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Capital International Investors's 13F filing for Q2 2023, filed 11 Aug 2023.