CIS
XYZ

Capital International Sarl’s Block Inc XYZ Stock Holding History

Capital International Sarl’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
-51,651
Closed -$4.37M – 280
2024
Q1 		$4.37M Buy
51,651
+1,215
+2% +$87.9K 0.14% 134
2023
Q4 		$3.9M Buy
50,436
+3,312
+7% +$187K 0.15% 142
2023
Q3 		$2.09M Buy
47,124
+4,928
+12% +$305K 0.1% 168
2023
Q2 		$2.81M Sell
42,196
-40,622
-49% -$2.54M 0.13% 151
2023
Q1 		$5.69M Buy
82,818
+32,641
+65% +$2.44M 0.29% 106
2022
Q4 		$3.15M Buy
50,177
+7,700
+18% +$475K 0.22% 126
2022
Q3 		$2.34M Buy
42,477
+16,136
+61% +$1.14M 0.19% 134
2022
Q2 		$1.62M Buy
26,341
+2,774
+12% +$253K 0.13% 162
2022
Q1 		$3.2M Buy
23,567
+19,652
+502% +$2.38M 0.16% 147
2021
Q4 		$632K Buy
+3,915
New +$848K 0.03% 239

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 International Sarl's XYZ Position: Q2 2024 in Review

Capital International Sarl sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 51,651 shares — an estimated $4.37M sold.

Capital International Sarl first reported a position in XYZ in Q4 2021 and held it in 10 quarters. The position peaked at $5.69M in Q1 2023. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Capital International Sarl reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Capital International Sarl sold 51,651 Block Inc shares in Q2 2024, an estimated $4.37M.
  • Capital International Sarl first reported a position in Block Inc in Q4 2021 and held it in 10 quarters.
  • Capital International Sarl's Block Inc position peaked at $5.69M in Q1 2023.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Capital International Sarl's 13F filing for Q2 2024, filed 13 Aug 2024.