CCM
XYZ

Chilton Capital Management’s Block Inc XYZ Stock Holding History

Chilton Capital Management’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
Q4 		– Sell
-100
Closed -$4.43K – 619
2023
Q3 		$4.43K Hold
100
– – ﹤0.01% 467
2023
Q2 		$6.66K Hold
100
– – ﹤0.01% 466
2023
Q1 		$6.87K Buy
+100
New +$7.49K ﹤0.01% 480
2022
Q3 		– Sell
-150
Closed -$9K – 636
2022
Q2 		$9K Buy
+150
New +$13.7K ﹤0.01% 486
2022
Q1 		– Sell
-100
Closed -$16K – 629
2021
Q4 		$16K Buy
+100
New +$21.7K ﹤0.01% 440

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Chilton Capital Management's XYZ Position: Q4 2023 in Review

Chilton Capital Management sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 100 shares — an estimated $4.43K sold.

Chilton Capital Management first reported a position in XYZ in Q4 2021 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Chilton Capital Management reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Chilton Capital Management sold 100 Block Inc shares in Q4 2023, an estimated $4.43K.
  • Chilton Capital Management first reported a position in Block Inc in Q4 2021 and held it in 5 quarters.
  • Chilton Capital Management's Block Inc position peaked at $16K in Q4 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Chilton Capital Management's 13F filing for Q4 2023, filed 18 Jan 2024.