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

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Evolutionary Tree Capital Management's XYZ Position: Q3 2023 in Review

Evolutionary Tree Capital Management sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 16,507 shares — an estimated $1.1M sold.

Evolutionary Tree Capital Management first reported a position in XYZ in Q3 2021 and held it in 8 quarters. The position peaked at $3.92M in Q3 2021. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

Evolutionary Tree Capital Management reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
Evolutionary Tree Capital Management sold 16,507 Block Inc shares in Q3 2023, an estimated $1.1M.
Evolutionary Tree Capital Management first reported a position in Block Inc in Q3 2021 and held it in 8 quarters.
Evolutionary Tree Capital Management's Block Inc position peaked at $3.92M in Q3 2021.
887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Evolutionary Tree Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.