EAM
XYZ

Eagle Asset Management’s Block Inc XYZ Stock Holding History

Eagle 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
2024
Q3 		$4.24M Buy
56,848
+6,128
+12% +$396K 0.02% 404
2024
Q2 		$3.24M Buy
50,720
+3,751
+8% +$262K 0.02% 432
2024
Q1 		$3.83M Sell
46,969
-16,221
-26% -$1.17M 0.02% 421
2023
Q4 		$4.89M Buy
+63,190
New +$3.57M 0.03% 371
2020
Q1 		– Sell
-1,075,135
Closed -$67.3M – 674
2019
Q4 		$67.3M Buy
1,075,135
+23,988
+2% +$1.53M 0.32% 118
2019
Q3 		$65.1M Buy
1,051,147
+321,803
+44% +$21.9M 0.34% 111
2019
Q2 		$52.9M Buy
729,344
+17,417
+2% +$1.22M 0.27% 144
2019
Q1 		$53.3M Buy
711,927
+76,149
+12% +$5.52M 0.28% 142
2018
Q4 		$35.7M Sell
635,778
-185,387
-23% -$13.1M 0.22% 183
2018
Q3 		$81.3M Sell
821,165
-305,974
-27% -$23.6M 0.39% 83
2018
Q2 		$69.5M Sell
1,127,139
-69,182
-6% -$3.81M 0.37% 95
2018
Q1 		$58.9M Sell
1,196,321
-89,646
-7% -$4.11M 0.32% 109
2017
Q4 		$45.3M Buy
1,285,967
+124,540
+11% +$4.56M 0.25% 138
2017
Q3 		$34.1M Buy
1,161,427
+27,278
+2% +$714K 0.2% 176
2017
Q2 		$26.6M Buy
+1,134,149
New +$23.4M 0.16% 212

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return