JC
XYZ

JCSD Capital’s Block Inc XYZ Stock Holding History

JCSD Capital’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
Q1 		– Sell
-100
Closed -$6.28K – 67
2022
Q4 		$6.28K Hold
100
– – 0.01% 45
2022
Q3 		$5K Hold
100
– – 0.01% 62
2022
Q2 		$6K Hold
100
– – 0.01% 67
2022
Q1 		$14K Hold
100
– – 0.01% 60
2021
Q4 		$16K Hold
100
– – 0.02% 56
2021
Q3 		$24K Sell
100
-5,800
-98% -$1.49M 0.02% 60
2021
Q2 		$1.44M Buy
+5,900
New +$1.37M 1.3% 32

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JCSD Capital's XYZ Position: Q1 2023 in Review

JCSD Capital sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 100 shares — an estimated $6.28K sold.

JCSD Capital first reported a position in XYZ in Q2 2021 and held it in 7 quarters. The position peaked at $1.44M in Q2 2021. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • JCSD Capital reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • JCSD Capital sold 100 Block Inc shares in Q1 2023, an estimated $6.28K.
  • JCSD Capital first reported a position in Block Inc in Q2 2021 and held it in 7 quarters.
  • JCSD Capital's Block Inc position peaked at $1.44M in Q2 2021.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on JCSD Capital's 13F filing for Q1 2023, filed 27 Apr 2023.