EST
XYZ

EA Series Trust’s Block Inc XYZ Stock Holding History

EA Series Trust’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
Q2 		$679K Buy
+10,205
New +$638K 0.02% 728

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

EA Series Trust's XYZ Position: Q2 2023 in Review

EA Series Trust opened a new position in Block Inc (XYZ) in Q2 2023: 10,205 shares worth $679K. The stake represents 0.02% of the portfolio and ranks #728 among its holdings.

968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • EA Series Trust held 10,205 shares of Block Inc worth $679K as of Q2 2023.
  • Block Inc was a new EA Series Trust position in Q2 2023.
  • Block Inc made up 0.02% of EA Series Trust's portfolio in Q2 2023, its #728 holding.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.