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
2022 Q3	–	Sell	-10,000	Closed	-$615K	–	78
2022 Q2	$615K	Buy	+10,000	New	+$914K	0.64%	40

Other funds holding XYZ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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.