HCA
XYZ

Harbour Capital Advisors’s Block Inc XYZ Stock Holding History

Harbour 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
-3,030
Closed -$279K – 305
2024
Q4 		$279K Buy
+3,030
New +$249K 0.06% 239
2019
Q3 		– Sell
-7,840
Closed -$569K – 215
2019
Q2 		$569K Buy
7,840
+955
+14% +$66.7K 0.24% 112
2019
Q1 		$516K Sell
6,885
-125
-2% -$9.06K 0.23% 118
2018
Q4 		$393K Buy
7,010
+3,510
+100% +$248K 0.2% 131
2018
Q3 		$347K Buy
+3,500
New +$270K 0.14% 132

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Harbour Capital Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 3,030 shares — an estimated $279K sold.

Harbour Capital Advisors first reported a position in XYZ in Q3 2018 and held it in 5 quarters. The position peaked at $569K in Q2 2019. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Harbour Capital Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Harbour Capital Advisors sold 3,030 Block Inc shares in Q1 2025, an estimated $279K.
  • Harbour Capital Advisors first reported a position in Block Inc in Q3 2018 and held it in 5 quarters.
  • Harbour Capital Advisors's Block Inc position peaked at $569K in Q2 2019.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Harbour Capital Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.