CIP
XYZ

Chartwell Investment Partners’s Block Inc XYZ Stock Holding History

Chartwell Investment Partners’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
Q1 		– Sell
-10,696
Closed -$827K – 449
2023
Q4 		$827K Buy
+10,696
New +$605K 0.03% 376

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Chartwell Investment Partners's XYZ Position: Q1 2024 in Review

Chartwell Investment Partners sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 10,696 shares — an estimated $827K sold.

Chartwell Investment Partners first reported a position in XYZ in Q4 2023 and held it in 1 quarter. The position peaked at $827K in Q4 2023. 1,068 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Chartwell Investment Partners reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Chartwell Investment Partners sold 10,696 Block Inc shares in Q1 2024, an estimated $827K.
  • Chartwell Investment Partners first reported a position in Block Inc in Q4 2023 and held it in 1 quarter.
  • Chartwell Investment Partners's Block Inc position peaked at $827K in Q4 2023.
  • 1,068 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Chartwell Investment Partners's 13F filing for Q1 2024, filed 14 May 2024.