MIM
XYZ

Macroview Investment Management’s Block Inc XYZ Stock Holding History

Macroview Investment 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
Q3 		– Sell
-126
Closed -$8.13K – 655
2024
Q2 		$8.13K Buy
126
+33
+35% +$2.31K 0.01% 268
2024
Q1 		$7.87K Sell
93
-2
-2% -$145 0.01% 307
2023
Q4 		$7.35K Buy
95
+93
+4,650% +$5.26K 0.01% 324
2023
Q3 		$89 Buy
+2
New +$124 ﹤0.01% 778
2022
Q1 		– Sell
-3
Closed – – 501
2021
Q4 		$0 Hold
3
– – ﹤0.01% 471
2021
Q3 		$1K Hold
3
– – ﹤0.01% 377
2021
Q2 		$1K Hold
3
– – ﹤0.01% 392
2021
Q1 		$1K Sell
3
-17
-85% -$3.98K ﹤0.01% 364
2020
Q4 		$4K Buy
+20
New +$3.9K 0.01% 260
2019
Q2 		– Sell
-45
Closed -$3K – 373
2019
Q1 		$3K Buy
+45
New +$3.26K 0.01% 275

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return