EBA
XYZ

Eagle Bay Advisors’s Block Inc XYZ Stock Holding History

Eagle Bay Advisors’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
2025
Q1 		– Sell
-200
Closed -$17K – 991
2024
Q4 		$17K Hold
200
– – 0.01% 483
2024
Q3 		$13.4K Hold
200
– – 0.01% 720
2024
Q2 		$12.9K Sell
200
-18
-8% -$1.26K 0.01% 510
2024
Q1 		$18.4K Hold
218
– – 0.01% 455
2023
Q4 		$16.9K Hold
218
– – 0.01% 427
2023
Q3 		$9.65K Sell
218
-187
-46% -$11.6K ﹤0.01% 599
2023
Q2 		$27K Buy
405
+387
+2,150% +$24.2K 0.02% 492
2023
Q1 		$1.24K Hold
18
– – ﹤0.01% 804
2022
Q4 		$1.13K Sell
18
-215
-92% -$13.3K ﹤0.01% 816
2022
Q3 		$13K Buy
233
+20
+9% +$1.42K 0.01% 570
2022
Q2 		$13.1K Buy
+213
New +$19.5K 0.01% 611
2022
Q1 		– Sell
-914
Closed -$148K – 1011
2021
Q4 		$148K Buy
914
+568
+164% +$123K 0.09% 142
2021
Q3 		$83K Buy
346
+188
+119% +$48.3K 0.05% 290
2021
Q2 		$39K Buy
+158
New +$36.6K 0.03% 402

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM