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
2022 Q2	–	Sell	-2,300	Closed	-$312K	–	592
2022 Q1	$312K	Buy	+2,300	New	+$278K	0.04%	420

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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.