ESCM
XYZ

Echo Street Capital Management’s Block Inc XYZ Stock Holding History

Echo Street Capital 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
-2,623,255
Closed -$116M – 444
2023
Q3 		$116M Buy
2,623,255
+804,091
+44% +$49.8M 1.08% 34
2023
Q2 		$121M Sell
1,819,164
-108,008
-6% -$6.75M 1.04% 39
2023
Q1 		$132M Sell
1,927,172
-426,066
-18% -$31.9M 1.19% 35
2022
Q4 		$148M Buy
2,353,238
+1,344,567
+133% +$83M 1.43% 26
2022
Q3 		$55.5M Buy
1,008,671
+113,660
+13% +$8.05M 0.53% 71
2022
Q2 		$55M Buy
895,011
+140,636
+19% +$12.9M 0.5% 80
2022
Q1 		$102M Buy
754,375
+148,761
+25% +$18M 0.74% 73
2021
Q4 		$97.8M Sell
605,614
-9,149
-1% -$1.98M 0.66% 72
2021
Q3 		$147M Buy
614,763
+25,316
+4% +$6.5M 1.04% 36
2021
Q2 		$144M Buy
589,447
+131,512
+29% +$30.5M 1.11% 30
2021
Q1 		$104M Buy
457,935
+55,548
+14% +$13M 0.93% 47
2020
Q4 		$87.6M Buy
402,387
+118,198
+42% +$23.1M 0.88% 54
2020
Q3 		$46.2M Sell
284,189
-96,032
-25% -$13.6M 0.79% 69
2020
Q2 		$39.9M Buy
380,221
+308,620
+431% +$23.6M 0.47% 87
2020
Q1 		$3.75M Buy
+71,601
New +$4.9M 0.08% 150

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return