HCM
XYZ

Highview Capital Management’s Block Inc XYZ Stock Holding History

Highview 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
2022
Q4 		– Sell
-5,700
Closed -$313K – 121
2022
Q3 		$313K Buy
+5,700
New +$404K 0.23% 76
2022
Q1 		– Sell
-2,000
Closed -$323K – 125
2021
Q4 		$323K Buy
+2,000
New +$433K 0.21% 87

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Highview Capital Management's XYZ Position: Q4 2022 in Review

Highview Capital Management sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 5,700 shares — an estimated $313K sold.

Highview Capital Management first reported a position in XYZ in Q4 2021 and held it in 2 quarters. The position peaked at $323K in Q4 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Highview Capital Management reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Highview Capital Management sold 5,700 Block Inc shares in Q4 2022, an estimated $313K.
  • Highview Capital Management first reported a position in Block Inc in Q4 2021 and held it in 2 quarters.
  • Highview Capital Management's Block Inc position peaked at $323K in Q4 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Highview Capital Management's 13F filing for Q4 2022, filed 30 Jan 2023.