Mitsubishi UFJ Asset Management (UK)’s Block Inc XYZ Stock Holding History

Mitsubishi UFJ Asset Management (UK)’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	-6,000	Closed	-$510K	–	130
2024 Q4	$510K	Buy	+6,000	New	+$492K	0.23%	82
2024 Q2	–	Sell	-5,000	Closed	-$423K	–	109
2024 Q1	$423K	Sell	5,000 -9,000	-64%	-$651K	0.21%	88
2023 Q4	$1.08M	Sell	14,000 -5,000	-26%	-$283K	0.59%	41
2023 Q3	$841K	Sell	19,000 -13,000	-41%	-$805K	0.59%	51
2023 Q2	$2.13M	Buy	32,000 +3,000	+10%	+$187K	1.37%	22
2023 Q1	$1.99M	Buy	+29,000	New	+$2.17M	1.29%	23
2022 Q2	–	Sell	-10,000	Closed	-$1.36M	–	102
2022 Q1	$1.36M	Buy	+10,000	New	+$1.21M	0.61%	61
2020 Q2	–	Sell	-8,000	Closed	-$419K	–	91
2020 Q1	$419K	Sell	8,000 -8,000	-50%	-$547K	0.31%	70
2019 Q4	$1M	Hold	16,000	–	–	0.4%	63
2019 Q3	$991K	Sell	16,000 -11,000	-41%	-$747K	0.46%	57
2019 Q2	$1.96K	Buy	+27,000	New	+$1.89M	0.02%	42
2019 Q1	–	Sell	-22,000	Closed	-$1.23M	–	90
2018 Q4	$1.23M	Buy	+22,000	New	+$1.55M	0.62%	50

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

Mitsubishi UFJ Asset Management (UK)'s XYZ Position: Q1 2025 in Review

Mitsubishi UFJ Asset Management (UK) sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 6,000 shares — an estimated $510K sold.

Mitsubishi UFJ Asset Management (UK) first reported a position in XYZ in Q4 2018 and held it in 12 quarters. The position peaked at $2.13M in Q2 2023. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Mitsubishi UFJ Asset Management (UK) reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Mitsubishi UFJ Asset Management (UK) sold 6,000 Block Inc shares in Q1 2025, an estimated $510K.
Mitsubishi UFJ Asset Management (UK) first reported a position in Block Inc in Q4 2018 and held it in 12 quarters.
Mitsubishi UFJ Asset Management (UK)'s Block Inc position peaked at $2.13M in Q2 2023.
1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q1 2025, filed 13 May 2025.