HCM
XYZ

HMI Capital Management’s Block Inc XYZ Stock Holding History

HMI 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
Q4 		– Sell
-2,969,816
Closed -$199M – 14
2024
Q3 		$199M Hold
2,969,816
– – 8.25% 7
2024
Q2 		$192M Hold
2,969,816
– – 7.29% 8
2024
Q1 		$251M Hold
2,969,816
– – 9.24% 4
2023
Q4 		$230M Sell
2,969,816
-587,337
-17% -$33.2M 9.96% 6
2023
Q3 		$157M Hold
3,557,153
– – 6.05% 9
2023
Q2 		$237M Buy
3,557,153
+383,477
+12% +$24M 8.41% 7
2023
Q1 		$218M Hold
3,173,676
– – 8.51% 5
2022
Q4 		$199M Hold
3,173,676
– – 8.53% 5
2022
Q3 		$175M Hold
3,173,676
– – 6.57% 9
2022
Q2 		$195M Hold
3,173,676
– – 7.83% 8
2022
Q1 		$430M Buy
3,173,676
+770,000
+32% +$93.2M 12.55% 2
2021
Q4 		$388M Buy
2,403,676
+1,100,102
+84% +$238M 10.61% 5
2021
Q3 		$313M Buy
1,303,574
+300,000
+30% +$77.1M 9.37% 8
2021
Q2 		$245M Buy
1,003,574
+580,000
+137% +$135M 7.66% 8
2021
Q1 		$96.2M Buy
423,574
+65,802
+18% +$15.4M 3.43% 11
2020
Q4 		$77.9M Sell
357,772
-1,281,055
-78% -$250M 3.13% 12
2020
Q3 		$266M Sell
1,638,827
-410,000
-20% -$57.9M 11.04% 1
2020
Q2 		$215M Sell
2,048,827
-554,223
-21% -$42.4M 10.26% 4
2020
Q1 		$136M Buy
2,603,050
+1,235,268
+90% +$84.5M 9.04% 6
2019
Q4 		$85.6M Buy
+1,367,782
New +$87.4M 6.82% 7

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HMI Capital Management's XYZ Position: Q4 2024 in Review

HMI Capital Management sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 2,969,816 shares — an estimated $199M sold.

HMI Capital Management first reported a position in XYZ in Q4 2019 and held it in 20 quarters. The position peaked at $430M in Q1 2022. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • HMI Capital Management reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • HMI Capital Management sold 2,969,816 Block Inc shares in Q4 2024, an estimated $199M.
  • HMI Capital Management first reported a position in Block Inc in Q4 2019 and held it in 20 quarters.
  • HMI Capital Management's Block Inc position peaked at $430M in Q1 2022.
  • 1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on HMI Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.