MIM
XYZ

Moseley Investment Management’s Block Inc XYZ Stock Holding History

Moseley Investment Management’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
2022
Q3 		– Sell
-7,818
Closed -$480K – 154
2022
Q2 		$480K Sell
7,818
-1,026
-12% -$93.7K 0.34% 79
2022
Q1 		$1.2M Sell
8,844
-291
-3% -$35.2K 0.65% 44
2021
Q4 		$1.48M Sell
9,135
-398
-4% -$86.2K 0.67% 49
2021
Q3 		$2.28M Buy
9,533
+246
+3% +$63.2K 1.14% 27
2021
Q2 		$2.26M Buy
9,287
+219
+2% +$50.8K 1.12% 26
2021
Q1 		$2.06M Buy
9,068
+2,423
+36% +$567K 1.14% 23
2020
Q4 		$1.45M Buy
6,645
+2,314
+53% +$451K 0.84% 33
2020
Q3 		$704K Buy
+4,331
New +$612K 0.5% 56

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Moseley Investment Management's XYZ Position: Q3 2022 in Review

Moseley Investment Management sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 7,818 shares — an estimated $480K sold.

Moseley Investment Management first reported a position in XYZ in Q3 2020 and held it in 8 quarters. The position peaked at $2.28M in Q3 2021. 970 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Moseley Investment Management reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Moseley Investment Management sold 7,818 Block Inc shares in Q3 2022, an estimated $480K.
  • Moseley Investment Management first reported a position in Block Inc in Q3 2020 and held it in 8 quarters.
  • Moseley Investment Management's Block Inc position peaked at $2.28M in Q3 2021.
  • 970 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Moseley Investment Management's 13F filing for Q3 2022, filed 13 Oct 2022.