ETCM
XYZ

Evolutionary Tree Capital Management’s Block Inc XYZ Stock Holding History

Evolutionary Tree 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
Q3 		– Sell
-16,507
Closed -$1.1M – 36
2023
Q2 		$1.1M Buy
16,507
+3,462
+27% +$216K 1.32% 28
2023
Q1 		$896K Sell
13,045
-1,360
-9% -$102K 1.24% 29
2022
Q4 		$905K Sell
14,405
-3,182
-18% -$196K 0.87% 30
2022
Q3 		$967K Buy
17,587
+2,554
+17% +$181K 0.93% 29
2022
Q2 		$924K Sell
15,033
-11,707
-44% -$1.07M 1.01% 31
2022
Q1 		$3.63M Buy
26,740
+5,369
+25% +$650K 2.52% 21
2021
Q4 		$3.45M Buy
21,371
+5,028
+31% +$1.09M 1.66% 26
2021
Q3 		$3.92M Buy
+16,343
New +$4.2M 1.74% 26

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Fidelity Investments
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Morgan Stanley
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Sands Capital Management
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Viking Global Investors
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Capital World Investors
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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