CCMG
XYZ

Clark Capital Management Group’s Block Inc XYZ Stock Holding History

Clark Capital Management Group’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
Q2 		– Sell
-6,049
Closed -$512K – 438
2024
Q1 		$512K Hold
6,049
– – ﹤0.01% 326
2023
Q4 		$468K Sell
6,049
-1,000
-14% -$56.5K ﹤0.01% 325
2023
Q3 		$312K Buy
+7,049
New +$436K ﹤0.01% 309
2022
Q2 		– Sell
-1,682
Closed -$228K – 412
2022
Q1 		$228K Buy
1,682
+9
+0.5% +$1.09K ﹤0.01% 351
2021
Q4 		$270K Sell
1,673
-26
-2% -$5.63K ﹤0.01% 328
2021
Q3 		$407K Hold
1,699
– – 0.01% 292
2021
Q2 		$414K Buy
1,699
+6
+0.4% +$1.39K 0.01% 304
2021
Q1 		$384K Buy
1,693
+26
+2% +$6.08K 0.01% 305
2020
Q4 		$363K Buy
1,667
+17
+1% +$3.32K 0.01% 313
2020
Q3 		$268K Buy
+1,650
New +$233K 0.01% 292

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clark Capital Management Group's XYZ Position: Q2 2024 in Review

Clark Capital Management Group sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 6,049 shares — an estimated $512K sold.

Clark Capital Management Group first reported a position in XYZ in Q3 2020 and held it in 10 quarters. The position peaked at $512K in Q1 2024. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Clark Capital Management Group reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Clark Capital Management Group sold 6,049 Block Inc shares in Q2 2024, an estimated $512K.
  • Clark Capital Management Group first reported a position in Block Inc in Q3 2020 and held it in 10 quarters.
  • Clark Capital Management Group's Block Inc position peaked at $512K in Q1 2024.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Clark Capital Management Group's 13F filing for Q2 2024, filed 14 Aug 2024.