CCG
XYZ

Cloverfields Capital Group’s Block Inc XYZ Stock Holding History

Cloverfields Capital 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
2022
Q4 		– Sell
-16,677
Closed -$917K – 84
2022
Q3 		$917K Sell
16,677
-281
-2% -$19.9K 0.31% 42
2022
Q2 		$1.04M Buy
16,958
+840
+5% +$76.8K 0.32% 43
2022
Q1 		$2.19M Buy
16,118
+8,986
+126% +$1.09M 0.68% 35
2021
Q4 		$1.15M Buy
7,132
+426
+6% +$92.3K 0.36% 43
2021
Q3 		$1.61M Buy
+6,706
New +$1.72M 0.52% 40

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Cloverfields Capital Group's XYZ Position: Q4 2022 in Review

Cloverfields Capital Group sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 16,677 shares — an estimated $917K sold.

Cloverfields Capital Group first reported a position in XYZ in Q3 2021 and held it in 5 quarters. The position peaked at $2.19M in Q1 2022. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Cloverfields Capital Group reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Cloverfields Capital Group sold 16,677 Block Inc shares in Q4 2022, an estimated $917K.
  • Cloverfields Capital Group first reported a position in Block Inc in Q3 2021 and held it in 5 quarters.
  • Cloverfields Capital Group's Block Inc position peaked at $2.19M in Q1 2022.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Cloverfields Capital Group's 13F filing for Q4 2022, filed 14 Feb 2023.