Capital Research Global Investors
XYZ

Capital Research Global Investors’s Block Inc XYZ Stock Holding History

Capital Research Global 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
Q1 		– Sell
-222,885
Closed -$14M – 454
2022
Q4 		$14M Sell
222,885
-301,422
-57% -$18.6M ﹤0.01% 395
2022
Q3 		$28.8M Sell
524,307
-1,110,413
-68% -$78.6M 0.01% 347
2022
Q2 		$100M Sell
1,634,720
-7,014,149
-81% -$641M 0.03% 275
2022
Q1 		$1.17B Buy
8,648,869
+3,097,565
+56% +$375M 0.29% 83
2021
Q4 		$897M Buy
5,551,304
+3,666,615
+195% +$795M 0.2% 112
2021
Q3 		$452M Buy
+1,884,689
New +$484M 0.11% 175

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Capital Research Global Investors's XYZ Position: Q1 2023 in Review

Capital Research Global Investors sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 222,885 shares — an estimated $14M sold.

Capital Research Global Investors first reported a position in XYZ in Q3 2021 and held it in 6 quarters. The position peaked at $1.17B in Q1 2022. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Capital Research Global Investors reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Capital Research Global Investors sold 222,885 Block Inc shares in Q1 2023, an estimated $14M.
  • Capital Research Global Investors first reported a position in Block Inc in Q3 2021 and held it in 6 quarters.
  • Capital Research Global Investors's Block Inc position peaked at $1.17B in Q1 2022.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Capital Research Global Investors's 13F filing for Q1 2023, filed 15 May 2023.