Mill Creek Capital Advisors’s Block Inc XYZ Stock Holding History

Mill Creek Capital Advisors’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
2025 Q1	–	Sell	-3,055	Closed	-$260K	–	269
2024 Q4	$260K	Buy	+3,055	New	+$251K	0.01%	229

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mill Creek Capital Advisors's XYZ Position: Q1 2025 in Review

Mill Creek Capital Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 3,055 shares — an estimated $260K sold.

Mill Creek Capital Advisors first reported a position in XYZ in Q4 2024 and held it in 1 quarter. The position peaked at $260K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Mill Creek Capital Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Mill Creek Capital Advisors sold 3,055 Block Inc shares in Q1 2025, an estimated $260K.
Mill Creek Capital Advisors first reported a position in Block Inc in Q4 2024 and held it in 1 quarter.
Mill Creek Capital Advisors's Block Inc position peaked at $260K in Q4 2024.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.