Highlander Capital Management’s Block Inc XYZ Stock Holding History

Highlander Capital Management’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
2024 Q1	$47.5K	Hold	562	–	–	0.02%	401
2023 Q4	$43.5K	Sell	562 -100	-15%	-$5.65K	0.02%	415
2023 Q3	$29K	Buy	662 +62	+10%	+$3.84K	0.01%	457
2023 Q2	$40K	Hold	600	–	–	0.02%	354
2023 Q1	$41K	Sell	600 -100	-14%	-$7.49K	0.02%	339
2022 Q4	$44K	Hold	700	–	–	0.02%	315
2022 Q3	$38K	Buy	700 +25	+4%	+$1.77K	0.02%	314
2022 Q2	$41K	Buy	+675	New	+$61.7K	0.02%	317
2020 Q2	–	Sell	-1,200	Closed	-$63K	–	632
2020 Q1	$63K	Buy	1,200 +300	+33%	+$20.5K	0.05%	248
2019 Q4	$56K	Sell	900 -500	-36%	-$31.9K	0.03%	284
2019 Q3	$87K	Buy	1,400 +500	+56%	+$34K	0.05%	240
2019 Q2	$65K	Hold	900	–	–	0.04%	287
2019 Q1	$67K	Hold	900	–	–	0.04%	283
2018 Q4	$50K	Buy	+900	New	+$63.6K	0.03%	311

Other funds holding XYZ

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

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

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Highlander Capital Management's XYZ Position: Q1 2024 in Review

Highlander Capital Management held its Block Inc (XYZ) position steady in Q1 2024 at 562 shares worth $47.5K. The position accounts for 0.02% of the portfolio, ranked #401.

Highlander Capital Management first reported a position in XYZ in Q4 2018 and has held it in 14 quarters since. The position peaked at $87K in Q3 2019. 1,068 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

Highlander Capital Management held 562 shares of Block Inc worth $47.5K as of Q1 2024.
Highlander Capital Management left its Block Inc share count unchanged in Q1 2024.
Block Inc made up 0.02% of Highlander Capital Management's portfolio in Q1 2024, its #401 holding.
Highlander Capital Management first reported a position in Block Inc in Q4 2018 and has held it in 14 quarters since.
Highlander Capital Management's Block Inc position peaked at $87K in Q3 2019.
1,068 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.