JCM
XYZ

JAT Capital Management’s Block Inc XYZ Stock Holding History

JAT 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
2023
Q2 		– Sell
-162,041
Closed -$11.1M – 50
2023
Q1 		$11.1M Buy
+162,041
New +$12.1M 3.32% 10

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JAT Capital Management's XYZ Position: Q2 2023 in Review

JAT Capital Management sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 162,041 shares — an estimated $11.1M sold.

JAT Capital Management first reported a position in XYZ in Q1 2023 and held it in 1 quarter. The position peaked at $11.1M in Q1 2023. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • JAT Capital Management reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • JAT Capital Management sold 162,041 Block Inc shares in Q2 2023, an estimated $11.1M.
  • JAT Capital Management first reported a position in Block Inc in Q1 2023 and held it in 1 quarter.
  • JAT Capital Management's Block Inc position peaked at $11.1M in Q1 2023.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on JAT Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.