MAM
XYZ

Maytree Asset Management’s Block Inc XYZ Stock Holding History

Maytree Asset 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
Q1 		– Sell
-12,539
Closed -$970K – 41
2023
Q4 		$970K Buy
+12,539
New +$709K 1.23% 16
2022
Q4 		– Sell
-95,591
Closed -$5.26M – 20
2022
Q3 		$5.26M Hold
95,591
– – 3.9% 15
2022
Q2 		$5.88M Buy
+95,591
New +$8.73M 6.84% 7

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Maytree Asset Management's XYZ Position: Q1 2024 in Review

Maytree Asset Management sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 12,539 shares — an estimated $970K sold.

Maytree Asset Management first reported a position in XYZ in Q2 2022 and held it in 3 quarters. The position peaked at $5.88M in Q2 2022. 1,068 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Maytree Asset Management reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Maytree Asset Management sold 12,539 Block Inc shares in Q1 2024, an estimated $970K.
  • Maytree Asset Management first reported a position in Block Inc in Q2 2022 and held it in 3 quarters.
  • Maytree Asset Management's Block Inc position peaked at $5.88M in Q2 2022.
  • 1,068 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Maytree Asset Management's 13F filing for Q1 2024, filed 14 May 2024.