CMI
XYZ

Clare Market Investments’s Block Inc XYZ Stock Holding History

Clare Market Investments’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
2025
Q3 		– Sell
-3,065
Closed -$208K – 170
2025
Q2 		$208K Sell
3,065
-7,800
-72% -$454K 0.05% 139
2025
Q1 		$590K Sell
10,865
-28,129
-72% -$2.1M 0.16% 78
2024
Q4 		$3.31M Buy
38,994
+12,457
+47% +$1.02M 0.79% 20
2024
Q3 		$1.78M Sell
26,537
-1,048
-4% -$67.7K 0.47% 31
2024
Q2 		$1.78M Sell
27,585
-3,815
-12% -$267K 0.5% 28
2024
Q1 		$2.66M Buy
31,400
+4,100
+15% +$297K 0.82% 20
2023
Q4 		$2.11M Buy
27,300
+4,218
+18% +$238K 0.73% 21
2023
Q3 		$1.02M Sell
23,082
-5,357
-19% -$332K 0.4% 37
2023
Q2 		$1.89M Buy
28,439
+2,695
+10% +$168K 0.71% 20
2023
Q1 		$1.77M Sell
25,744
-6,319
-20% -$473K 0.74% 20
2022
Q4 		$2.01M Buy
32,063
+2,647
+9% +$163K 0.94% 18
2022
Q3 		$1.62M Buy
29,416
+2,738
+10% +$194K 0.7% 18
2022
Q2 		$1.64M Buy
26,678
+2,771
+12% +$253K 0.71% 19
2022
Q1 		$3.24M Buy
23,907
+8,201
+52% +$993K 1.03% 16
2021
Q4 		$2.54M Sell
15,706
-17,104
-52% -$3.71M 0.71% 21
2021
Q3 		$7.87M Buy
32,810
+12,012
+58% +$3.09M 2.36% 11
2021
Q2 		$5.07M Buy
20,798
+7,098
+52% +$1.65M 1.63% 14
2021
Q1 		$3.11M Buy
13,700
+2,600
+23% +$608K 1.17% 17
2020
Q4 		$2.42M Buy
11,100
+1,745
+19% +$340K 1.01% 16
2020
Q3 		$1.52M Buy
9,355
+1,129
+14% +$159K 0.74% 18
2020
Q2 		$863K Sell
8,226
-300
-4% -$23K 0.51% 32
2020
Q1 		$447K Buy
8,526
+1,650
+24% +$113K 0.38% 44
2019
Q4 		$430K Sell
6,876
-17,575
-72% -$1.12M 0.31% 56
2019
Q3 		$1.51M Sell
24,451
-18,970
-44% -$1.29M 1.44% 15
2019
Q2 		$3.15M Buy
43,421
+9,226
+27% +$645K 2.5% 9
2019
Q1 		$2.56M Buy
34,195
+15,740
+85% +$1.14M 2.23% 10
2018
Q4 		$1.04M Buy
+18,455
New +$1.3M 1.34% 19

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Clare Market Investments's XYZ Position: Q3 2025 in Review

Clare Market Investments sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 3,065 shares — an estimated $208K sold.

Clare Market Investments first reported a position in XYZ in Q4 2018 and held it in 27 quarters. The position peaked at $7.87M in Q3 2021. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Clare Market Investments reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Clare Market Investments sold 3,065 Block Inc shares in Q3 2025, an estimated $208K.
  • Clare Market Investments first reported a position in Block Inc in Q4 2018 and held it in 27 quarters.
  • Clare Market Investments's Block Inc position peaked at $7.87M in Q3 2021.
  • 1,032 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Clare Market Investments's 13F filing for Q3 2025, filed 12 Nov 2025.