CYG
XYZ

Clean Yield Group’s Block Inc XYZ Stock Holding History

Clean Yield 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
2026
Q1 		$4.21K Hold
70
– – ﹤0.01% 343
2025
Q4 		$4.56K Hold
70
– – ﹤0.01% 354
2025
Q3 		$5.06K Hold
70
– – ﹤0.01% 353
2025
Q2 		$4.75K Hold
70
– – ﹤0.01% 332
2025
Q1 		$3.8K Hold
70
– – ﹤0.01% 361
2024
Q4 		$5.95K Hold
70
– – ﹤0.01% 355
2024
Q3 		$4.7K Hold
70
– – ﹤0.01% 366
2024
Q2 		$4.51K Hold
70
– – ﹤0.01% 333
2024
Q1 		$5.92K Hold
70
– – ﹤0.01% 336
2023
Q4 		$5.42K Hold
70
– – ﹤0.01% 337
2023
Q3 		$3.27K Hold
70
– – ﹤0.01% 350
2023
Q2 		$4.66K Hold
70
– – ﹤0.01% 358
2023
Q1 		$4.81K Hold
70
– – ﹤0.01% 363
2022
Q4 		$4.4K Buy
70
+10
+17% +$617 ﹤0.01% 381
2022
Q3 		$3K Hold
60
– – ﹤0.01% 393
2022
Q2 		$4K Buy
60
+27
+82% +$2.47K ﹤0.01% 388
2022
Q1 		$4K Buy
33
+13
+65% +$1.57K ﹤0.01% 416
2021
Q4 		$3K Buy
20
+12
+150% +$2.6K ﹤0.01% 430
2021
Q3 		$2K Hold
8
– – ﹤0.01% 465
2021
Q2 		$2K Buy
+8
New +$1.85K ﹤0.01% 451

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return