HS
XYZ

Horan Securities’s Block Inc XYZ Stock Holding History

Horan Securities’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
-23
Closed -$1.53K – 702
2023
Q2 		$1.53K Hold
23
– – ﹤0.01% 595
2023
Q1 		$1.58K Hold
23
– – ﹤0.01% 586
2022
Q4 		$1.45K Hold
23
– – ﹤0.01% 585
2022
Q3 		$1K Sell
23
-6
-21% -$425 ﹤0.01% 573
2022
Q2 		$2K Buy
+29
New +$2.65K ﹤0.01% 587
2021
Q2 		– Sell
-1
Closed – – 497
2021
Q1 		$0 Sell
1
-20
-95% -$4.68K ﹤0.01% 467
2020
Q4 		$5K Buy
+21
New +$4.1K ﹤0.01% 316

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Horan Securities's XYZ Position: Q3 2023 in Review

Horan Securities sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 23 shares — an estimated $1.53K sold.

Horan Securities first reported a position in XYZ in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q4 2020. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Horan Securities reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 23 Block Inc shares in Q3 2023, an estimated $1.53K.
  • Horan Securities first reported a position in Block Inc in Q4 2020 and held it in 7 quarters.
  • Horan Securities's Block Inc position peaked at $5K in Q4 2020.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.