CI
XYZ

Capital International’s Block Inc XYZ Stock Holding History

Capital International’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
-47,325
Closed -$4M – 152
2024
Q1 		$4M Buy
47,325
+305
+0.6% +$22.1K 0.19% 107
2023
Q4 		$3.64M Buy
47,020
+1,627
+4% +$92K 0.19% 117
2023
Q3 		$2.01M Buy
45,393
+1,802
+4% +$112K 0.12% 135
2023
Q2 		$2.9M Sell
43,591
-56,360
-56% -$3.52M 0.16% 125
2023
Q1 		$6.86M Buy
99,951
+33,806
+51% +$2.53M 0.41% 81
2022
Q4 		$4.16M Sell
66,145
-11,178
-14% -$690K 0.29% 98
2022
Q3 		$4.25M Buy
77,323
+37,880
+96% +$2.68M 0.3% 94
2022
Q2 		$2.42M Sell
39,443
-17,113
-30% -$1.56M 0.18% 117
2022
Q1 		$7.67M Buy
56,556
+48,162
+574% +$5.83M 0.44% 78
2021
Q4 		$1.36M Buy
+8,394
New +$1.82M 0.07% 144

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's XYZ Position: Q2 2024 in Review

Capital International sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 47,325 shares — an estimated $4M sold.

Capital International first reported a position in XYZ in Q4 2021 and held it in 10 quarters. The position peaked at $7.67M in Q1 2022. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Capital International reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Capital International sold 47,325 Block Inc shares in Q2 2024, an estimated $4M.
  • Capital International first reported a position in Block Inc in Q4 2021 and held it in 10 quarters.
  • Capital International's Block Inc position peaked at $7.67M in Q1 2022.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

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