MLL
XYZ

Moody Lynn & Lieberson’s Block Inc XYZ Stock Holding History

Moody Lynn & Lieberson’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
Q3 		– Sell
-66,261
Closed -$4.5M – 277
2025
Q2 		$4.5M Buy
66,261
+22,286
+51% +$1.3M 0.26% 60
2025
Q1 		$2.39M Sell
43,975
-438
-1% -$32.7K 0.15% 80
2024
Q4 		$3.77M Buy
+44,413
New +$3.64M 0.23% 61
2022
Q1 		– Sell
-1,505
Closed -$243K – 260
2021
Q4 		$243K Sell
1,505
-26,680
-95% -$5.78M 0.02% 215
2021
Q3 		$6.76M Buy
28,185
+8,750
+45% +$2.25M 0.51% 55
2021
Q2 		$4.74M Buy
19,435
+17,930
+1,191% +$4.16M 0.36% 67
2021
Q1 		$342K Buy
1,505
+5
+0.3% +$1.17K 0.03% 181
2020
Q4 		$326K Hold
1,500
– – 0.03% 173
2020
Q3 		$244K Buy
+1,500
New +$212K 0.02% 180
2019
Q2 		– Sell
-8,220
Closed -$616K – 200
2019
Q1 		$616K Buy
+8,220
New +$596K 0.07% 126
2017
Q4 		– Sell
-106,065
Closed -$3.06M – 221
2017
Q3 		$3.06M Buy
+106,065
New +$2.78M 0.37% 65
2016
Q1 		– Sell
-30,824
Closed -$403K – 193
2015
Q4 		$403K Buy
+30,824
New +$380K 0.06% 136

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Moody Lynn & Lieberson's XYZ Position: Q3 2025 in Review

Moody Lynn & Lieberson sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 66,261 shares — an estimated $4.5M sold.

Moody Lynn & Lieberson first reported a position in XYZ in Q4 2015 and held it in 12 quarters. The position peaked at $6.76M in Q3 2021. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Moody Lynn & Lieberson reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 66,261 Block Inc shares in Q3 2025, an estimated $4.5M.
  • Moody Lynn & Lieberson first reported a position in Block Inc in Q4 2015 and held it in 12 quarters.
  • Moody Lynn & Lieberson's Block Inc position peaked at $6.76M in Q3 2021.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2025, filed 20 Oct 2025.