Desjardins Global Asset Management’s Block Inc XYZ Stock Holding History

Desjardins Global Asset Management’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
2023 Q4	$226K	Buy	2,920 +40	+1%	+$2.26K	0.02%	333
2023 Q3	$127K	Buy	+2,880	New	+$178K	0.01%	434
2023 Q2	–	Sell	-1,497	Closed	-$103K	–	653
2023 Q1	$103K	Sell	1,497 -144	-9%	-$10.8K	0.01%	470
2022 Q4	$103K	Buy	1,641 +48	+3%	+$2.96K	0.02%	397
2022 Q3	$87K	Buy	1,593 +82	+5%	+$5.81K	0.01%	396
2022 Q2	$92K	Sell	1,511 -91	-6%	-$8.31K	0.01%	387
2022 Q1	$217K	Buy	1,602 +303	+23%	+$36.7K	0.02%	349
2021 Q4	$209K	Buy	+1,299	New	+$281K	0.02%	360

Other funds holding XYZ

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Desjardins Global Asset Management's XYZ Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Block Inc (XYZ) stake by 1.4% in Q4 2023, buying an estimated $2.26K and bringing the position to 2,920 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #333.

Desjardins Global Asset Management first reported a position in XYZ in Q4 2021 and has held it in 8 quarters since. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

Desjardins Global Asset Management held 2,920 shares of Block Inc worth $226K as of Q4 2023.
Desjardins Global Asset Management bought 40 Block Inc shares in Q4 2023, an estimated $2.26K.
Block Inc made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #333 holding.
Desjardins Global Asset Management first reported a position in Block Inc in Q4 2021 and has held it in 8 quarters since.
1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.