MIS
XYZ

Morningstar Investment Services’s Block Inc XYZ Stock Holding History

Morningstar Investment Services’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
-2,524
Closed -$201K – 420
2023
Q4 		$201K Buy
+2,524
New +$143K ﹤0.01% 400

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

Morningstar Investment Services's XYZ Position: Q1 2024 in Review

Morningstar Investment Services sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 2,524 shares — an estimated $201K sold.

Morningstar Investment Services first reported a position in XYZ in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 1,069 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Morningstar Investment Services reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,524 Block Inc shares in Q1 2024, an estimated $201K.
  • Morningstar Investment Services first reported a position in Block Inc in Q4 2023 and held it in 1 quarter.
  • Morningstar Investment Services's Block Inc position peaked at $201K in Q4 2023.
  • 1,069 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Morningstar Investment Services's 13F filing for Q1 2024, filed 15 May 2024.