GG
XYZ

Golden Green’s Block Inc XYZ Stock Holding History

Golden Green’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
Q1 		– Sell
-9,292
Closed -$584K – 108
2022
Q4 		$584K Buy
+9,292
New +$573K 0.6% 53
2022
Q2 		– Sell
-10,162
Closed -$929K – 91
2022
Q1 		$1.38M Buy
10,162
+1,976
+24% +$239K 1.13% 16
2021
Q4 		$1.32M Sell
8,186
-281
-3% -$60.9K 1.06% 25
2021
Q3 		$2.03M Sell
8,467
-521
-6% -$134K 1.58% 13
2021
Q2 		$2.19M Buy
8,988
+195
+2% +$45.2K 1.68% 7
2021
Q1 		$2M Sell
8,793
-7,029
-44% -$1.64M 1.72% 7
2020
Q4 		$3.44M Buy
+15,822
New +$3.09M 3.2% 5

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Golden Green's XYZ Position: Q1 2023 in Review

Golden Green sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 9,292 shares — an estimated $584K sold.

Golden Green first reported a position in XYZ in Q4 2020 and held it in 7 quarters. The position peaked at $3.44M in Q4 2020. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Golden Green reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Golden Green sold 9,292 Block Inc shares in Q1 2023, an estimated $584K.
  • Golden Green first reported a position in Block Inc in Q4 2020 and held it in 7 quarters.
  • Golden Green's Block Inc position peaked at $3.44M in Q4 2020.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Golden Green's 13F filing for Q1 2023, filed 11 May 2023.