KWILP
XYZ

Kiwi Wealth Investments Limited Partnership’s Block Inc XYZ Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-22,880
Closed -$1.52M – 199
2023
Q2 		$1.52M Buy
+22,880
New +$1.43M 0.09% 143
2020
Q2 		– Sell
-30,212
Closed -$1.58M – 239
2020
Q1 		$1.58M Buy
+30,212
New +$2.07M 0.16% 140

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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $12.9B AUM 64.92% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's XYZ Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Block Inc (XYZ) in Q3 2023, closing a stake of 22,880 shares — an estimated $1.52M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in XYZ in Q1 2020 and held it in 2 quarters. The position peaked at $1.58M in Q1 2020. 887 funds tracked by Wall St. Rank hold XYZ as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Block Inc position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 22,880 Block Inc shares in Q3 2023, an estimated $1.52M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Block Inc in Q1 2020 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Block Inc position peaked at $1.58M in Q1 2020.
  • 887 funds tracked by Wall St. Rank held Block Inc as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.