HCA
XYZ

Harbor Capital Advisors’s Block Inc XYZ Stock Holding History

Harbor Capital Advisors’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
2025
Q1 		– Sell
-4,893
Closed -$416K – 1563
2024
Q4 		$416K Sell
4,893
-3,002
-38% -$246K 0.02% 585
2024
Q3 		$530K Buy
7,895
+1,123
+17% +$72.5K 0.02% 564
2024
Q2 		$437K Buy
6,772
+550
+9% +$38.5K 0.03% 554
2024
Q1 		$526K Sell
6,222
-25,865
-81% -$1.87M 0.07% 388
2023
Q4 		$2.48M Sell
32,087
-2,823
-8% -$160K 0.48% 45
2023
Q3 		$1.55M Buy
34,910
+6,066
+21% +$376K 0.33% 72
2023
Q2 		$1.92M Buy
28,844
+6,630
+30% +$414K 0.38% 58
2023
Q1 		$1.52M Sell
22,214
-514
-2% -$38.5K 0.44% 65
2022
Q4 		$1.43M Sell
22,728
-489
-2% -$30.2K 1.39% 23
2022
Q3 		$1.28M Sell
23,217
-9,441
-29% -$668K 1.17% 27
2022
Q2 		$2.01M Sell
32,658
-8,858
-21% -$809K 1.53% 19
2022
Q1 		$5.63M Buy
41,516
+14,400
+53% +$1.74M 2.65% 6
2021
Q4 		$4.38M Buy
+27,116
New +$5.88M 1.59% 23

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harbor Capital Advisors's XYZ Position: Q1 2025 in Review

Harbor Capital Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 4,893 shares — an estimated $416K sold.

Harbor Capital Advisors first reported a position in XYZ in Q4 2021 and held it in 13 quarters. The position peaked at $5.63M in Q1 2022. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Harbor Capital Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Harbor Capital Advisors sold 4,893 Block Inc shares in Q1 2025, an estimated $416K.
  • Harbor Capital Advisors first reported a position in Block Inc in Q4 2021 and held it in 13 quarters.
  • Harbor Capital Advisors's Block Inc position peaked at $5.63M in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Harbor Capital Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.