Diker Management’s Block Inc XYZ Stock Holding History

Diker 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	–	Sell	-15,000	Closed	-$664K	–	41
2023 Q3	$664K	Sell	15,000 -15,000	-50%	-$929K	0.59%	23
2023 Q2	$2M	Hold	30,000	–	–	1.67%	13
2023 Q1	$2.06M	Buy	30,000 +20,000	+200%	+$1.5M	2.15%	10
2022 Q4	$628K	Hold	10,000	–	–	0.72%	21
2022 Q3	$550K	Hold	10,000	–	–	0.71%	20
2022 Q2	$615K	Sell	10,000 -25,000	-71%	-$2.28M	0.76%	14
2022 Q1	$4.75M	Buy	+35,000	New	+$4.24M	3.82%	5
2021 Q4	–	Sell	-30,000	Closed	-$7.2M	–	43
2021 Q3	$7.2M	Hold	30,000	–	–	3.7%	9
2021 Q2	$7.31M	Buy	30,000 +17,000	+131%	+$3.94M	3.21%	11
2021 Q1	$2.95M	Buy	+13,000	New	+$3.04M	1.38%	18

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 $175B AUM 40.63% 1-Year Est. Return

NAMA

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

Diker Management's XYZ Position: Q4 2023 in Review

Diker Management sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 15,000 shares — an estimated $664K sold.

Diker Management first reported a position in XYZ in Q1 2021 and held it in 10 quarters. The position peaked at $7.31M in Q2 2021. 1,030 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

Diker Management reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
Diker Management sold 15,000 Block Inc shares in Q4 2023, an estimated $664K.
Diker Management first reported a position in Block Inc in Q1 2021 and held it in 10 quarters.
Diker Management's Block Inc position peaked at $7.31M in Q2 2021.
1,030 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Diker Management's 13F filing for Q4 2023, filed 14 Feb 2024.