DI
XYZ

Disciplined Investments’s Block Inc XYZ Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-72
Closed -$4.79K – 1622
2023
Q2 		$4.79K Buy
72
+3
+4% +$187 ﹤0.01% 429
2023
Q1 		$4.74K Buy
69
+7
+11% +$524 ﹤0.01% 447
2022
Q4 		$3.9K Sell
62
-2
-3% -$123 ﹤0.01% 440
2022
Q3 		$4K Sell
64
-5
-7% -$354 ﹤0.01% 480
2022
Q2 		$4K Buy
69
+3
+5% +$274 ﹤0.01% 501
2022
Q1 		$9K Buy
66
+28
+74% +$3.39K ﹤0.01% 388
2021
Q4 		$6K Hold
38
– – ﹤0.01% 390
2021
Q3 		$9K Hold
38
– – ﹤0.01% 314
2021
Q2 		$9K Buy
38
+3
+9% +$696 ﹤0.01% 308
2021
Q1 		$8K Buy
35
+10
+40% +$2.34K ﹤0.01% 272
2020
Q4 		$5K Sell
25
-15
-38% -$2.93K ﹤0.01% 260
2020
Q3 		$7K Buy
40
+25
+167% +$3.53K 0.01% 285
2020
Q2 		$2K Hold
15
– – ﹤0.01% 364
2020
Q1 		$1K Hold
15
– – ﹤0.01% 412
2019
Q4 		$1K Buy
+15
New +$959 ﹤0.01% 420

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Disciplined Investments's XYZ Position: Q3 2023 in Review

Disciplined Investments sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 72 shares — an estimated $4.79K sold.

Disciplined Investments first reported a position in XYZ in Q4 2019 and held it in 15 quarters. The position peaked at $9K in Q1 2022. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Disciplined Investments reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 72 Block Inc shares in Q3 2023, an estimated $4.79K.
  • Disciplined Investments first reported a position in Block Inc in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Block Inc position peaked at $9K in Q1 2022.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.