HH
XYZ

Hilltop Holdings’s Block Inc XYZ Stock Holding History

Hilltop Holdings’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
2023
Q3 		– Sell
-3,528
Closed -$235K – 643
2023
Q2 		$235K Sell
3,528
-1,268
-26% -$79.2K 0.03% 488
2023
Q1 		$329K Sell
4,796
-1,306
-21% -$97.8K 0.04% 366
2022
Q4 		$383K Sell
6,102
-853
-12% -$52.6K 0.05% 334
2022
Q3 		$383K Sell
6,955
-158
-2% -$11.2K 0.05% 313
2022
Q2 		$437K Buy
7,113
+4,195
+144% +$383K 0.06% 301
2022
Q1 		$396K Sell
2,918
-800
-22% -$96.9K 0.04% 357
2021
Q4 		$601K Sell
3,718
-1,271
-25% -$275K 0.06% 303
2021
Q3 		$1.2M Buy
4,989
+1,115
+29% +$286K 0.13% 156
2021
Q2 		$944K Buy
3,874
+443
+13% +$103K 0.11% 188
2021
Q1 		$779K Sell
3,431
-889
-21% -$208K 0.1% 200
2020
Q4 		$940K Buy
4,320
+767
+22% +$150K 0.13% 167
2020
Q3 		$578K Buy
+3,553
New +$502K 0.1% 210
2019
Q3 		– Sell
-4,776
Closed -$347K – 433
2019
Q2 		$347K Buy
4,776
+191
+4% +$13.3K 0.07% 249
2019
Q1 		$343K Buy
+4,585
New +$332K 0.07% 258
2018
Q4 		– Sell
-7,683
Closed -$761K – 432
2018
Q3 		$761K Buy
7,683
+1,888
+33% +$146K 0.16% 164
2018
Q2 		$357K Buy
+5,795
New +$319K 0.08% 273

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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

Hilltop Holdings's XYZ Position: Q3 2023 in Review

Hilltop Holdings sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 3,528 shares — an estimated $235K sold.

Hilltop Holdings first reported a position in XYZ in Q2 2018 and held it in 16 quarters. The position peaked at $1.2M in Q3 2021. 886 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Hilltop Holdings reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Hilltop Holdings sold 3,528 Block Inc shares in Q3 2023, an estimated $235K.
  • Hilltop Holdings first reported a position in Block Inc in Q2 2018 and held it in 16 quarters.
  • Hilltop Holdings's Block Inc position peaked at $1.2M in Q3 2021.
  • 886 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Hilltop Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.