GG
XYZ

Gleason Group’s Block Inc XYZ Stock Holding History

Gleason Group’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
-86
Closed -$5.72K – 237
2023
Q2 		$5.72K Sell
86
-107
-55% -$6.68K ﹤0.01% 198
2023
Q1 		$13.2K Sell
193
-34
-15% -$2.54K ﹤0.01% 164
2022
Q4 		$14.3K Hold
227
– – ﹤0.01% 157
2022
Q3 		$12K Hold
227
– – ﹤0.01% 165
2022
Q2 		$14K Hold
227
– – ﹤0.01% 161
2022
Q1 		$31K Sell
227
-108
-32% -$13.1K 0.01% 135
2021
Q4 		$54K Sell
335
-20
-6% -$4.33K 0.02% 106
2021
Q3 		$85K Hold
355
– – 0.03% 91
2021
Q2 		$87K Hold
355
– – 0.03% 87
2021
Q1 		$81K Buy
355
+120
+51% +$28.1K 0.03% 86
2020
Q4 		$51K Hold
235
– – 0.02% 96
2020
Q3 		$38K Hold
235
– – 0.02% 98
2020
Q2 		$25K Sell
235
-165
-41% -$12.6K 0.02% 113
2020
Q1 		$21K Sell
400
-750
-65% -$51.3K 0.02% 115
2019
Q4 		$72K Buy
+1,150
New +$73.5K 0.04% 82

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
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

Gleason Group's XYZ Position: Q3 2023 in Review

Gleason Group sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 86 shares — an estimated $5.72K sold.

Gleason Group first reported a position in XYZ in Q4 2019 and held it in 15 quarters. The position peaked at $87K in Q2 2021. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Gleason Group reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Gleason Group sold 86 Block Inc shares in Q3 2023, an estimated $5.72K.
  • Gleason Group first reported a position in Block Inc in Q4 2019 and held it in 15 quarters.
  • Gleason Group's Block Inc position peaked at $87K in Q2 2021.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Gleason Group's 13F filing for Q3 2023, filed 12 Oct 2023.