China Universal Asset Management Company’s Block Inc XYZ Stock Holding History

China Universal Asset Management Company’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	-31,000	Closed	-$2.4M	–	450
2023 Q4	$2.4M	Buy	+31,000	New	+$1.75M	0.47%	62
2023 Q2	–	Sell	-19,600	Closed	-$1.35M	–	463
2023 Q1	$1.35M	Hold	19,600	–	–	0.46%	61
2022 Q4	$1.23M	Hold	19,600	–	–	0.5%	60
2022 Q3	$1.08M	Buy	19,600 +3,000	+18%	+$212K	0.45%	56
2022 Q2	$1.02M	Hold	16,600	–	–	0.43%	57
2022 Q1	$2.25M	Sell	16,600 -10,000	-38%	-$1.21M	0.8%	46
2021 Q4	$4.3M	Buy	+26,600	New	+$5.76M	1.02%	29

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

China Universal Asset Management Company's XYZ Position: Q1 2024 in Review

China Universal Asset Management Company sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 31,000 shares — an estimated $2.4M sold.

China Universal Asset Management Company first reported a position in XYZ in Q4 2021 and held it in 7 quarters. The position peaked at $4.3M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

China Universal Asset Management Company reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
China Universal Asset Management Company sold 31,000 Block Inc shares in Q1 2024, an estimated $2.4M.
China Universal Asset Management Company first reported a position in Block Inc in Q4 2021 and held it in 7 quarters.
China Universal Asset Management Company's Block Inc position peaked at $4.3M in Q4 2021.
1,069 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on China Universal Asset Management Company's 13F filing for Q1 2024, filed 29 Apr 2024.