MCG
XYZ

McCollum Christoferson Group’s Block Inc XYZ Stock Holding History

McCollum Christoferson Group’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
-64,009
Closed -$4.02M – 68
2022
Q4 		$4.02M Buy
64,009
+661
+1% +$40.8K 1.27% 34
2022
Q3 		$3.48M Sell
63,348
-815
-1% -$57.7K 1.17% 35
2022
Q2 		$3.94M Sell
64,163
-813
-1% -$74.3K 1.2% 38
2022
Q1 		$8.81M Buy
64,976
+81
+0.1% +$9.81K 2.18% 22
2021
Q4 		$10.5M Sell
64,895
-78
-0.1% -$16.9K 2.36% 14
2021
Q3 		$15.6M Sell
64,973
-1,839
-3% -$472K 3.71% 4
2021
Q2 		$16.3M Sell
66,812
-2,402
-3% -$557K 3.87% 3
2021
Q1 		$15.7M Sell
69,214
-3,906
-5% -$914K 3.99% 3
2020
Q4 		$15.9M Sell
73,120
-6,314
-8% -$1.23M 4.07% 3
2020
Q3 		$12.9M Sell
79,434
-706
-0.9% -$99.7K 3.71% 3
2020
Q2 		$8.41M Sell
80,140
-90
-0.1% -$6.89K 2.73% 10
2020
Q1 		$4.2M Buy
80,230
+1,000
+1% +$68.4K 1.68% 31
2019
Q4 		$4.96M Buy
79,230
+3,800
+5% +$243K 1.67% 33
2019
Q3 		$4.67M Buy
+75,430
New +$5.12M 1.67% 32

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

McCollum Christoferson Group's XYZ Position: Q1 2023 in Review

McCollum Christoferson Group sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 64,009 shares — an estimated $4.02M sold.

McCollum Christoferson Group first reported a position in XYZ in Q3 2019 and held it in 14 quarters. The position peaked at $16.3M in Q2 2021. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • McCollum Christoferson Group reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • McCollum Christoferson Group sold 64,009 Block Inc shares in Q1 2023, an estimated $4.02M.
  • McCollum Christoferson Group first reported a position in Block Inc in Q3 2019 and held it in 14 quarters.
  • McCollum Christoferson Group's Block Inc position peaked at $16.3M in Q2 2021.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on McCollum Christoferson Group's 13F filing for Q1 2023, filed 2 May 2023.