HIC
XYZ

Hartline Investment Corp’s Block Inc XYZ Stock Holding History

Hartline Investment Corp’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
Q4 		– Sell
-3,625
Closed -$262K – 118
2025
Q3 		$262K Sell
3,625
-270
-7% -$20.2K 0.03% 103
2025
Q2 		$265K Sell
3,895
-104,459
-96% -$6.08M 0.03% 93
2025
Q1 		$5.89M Sell
108,354
-61,527
-36% -$4.59M 0.79% 26
2024
Q4 		$14.4M Buy
169,881
+83,279
+96% +$6.83M 1.66% 16
2024
Q3 		$5.81M Buy
86,602
+1,784
+2% +$115K 0.73% 27
2024
Q2 		$5.47M Buy
+84,818
New +$5.93M 0.74% 24
2022
Q3 		– Sell
-80,969
Closed -$17.6M – 222
2022
Q2 		$17.6M Buy
80,969
+28,645
+55% +$2.62M 2.53% 12
2022
Q1 		$12.8M Buy
52,324
+25,102
+92% +$3.04M 1.61% 17
2021
Q4 		$4.4M Sell
27,222
-25,579
-48% -$5.54M 0.6% 31
2021
Q3 		$12.7M Buy
52,801
+477
+0.9% +$123K 1.76% 17
2021
Q2 		$12.8M Sell
52,324
-2,715
-5% -$630K 1.61% 17
2021
Q1 		$12.5M Sell
55,039
-25,930
-32% -$6.07M 1.9% 16
2020
Q4 		$17.6M Sell
80,969
-240
-0.3% -$46.8K 2.53% 12
2020
Q3 		$13.2M Sell
81,209
-1,584
-2% -$224K 2.23% 14
2020
Q2 		$8.69M Buy
+82,793
New +$6.34M 1.82% 17
2018
Q4 		– Sell
-25,095
Closed -$2.48M – 115
2018
Q3 		$2.48M Buy
+25,095
New +$1.94M 0.58% 42

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BlackRock
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JSC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return