NICM
XYZ

Neo Ivy Capital Management’s Block Inc XYZ Stock Holding History

Neo Ivy Capital 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
2025
Q4 		– Sell
-8,340
Closed -$603K – 554
2025
Q3 		$603K Buy
8,340
+1,995
+31% +$149K 0.15% 193
2025
Q2 		$431K Sell
6,345
-42,809
-87% -$2.49M 0.14% 203
2025
Q1 		$2.67M Buy
+49,154
New +$3.67M 0.85% 17
2024
Q4 		– Sell
-5,038
Closed -$338K – 423
2024
Q3 		$338K Buy
+5,038
New +$325K 0.11% 196
2023
Q4 		$113K Buy
+1,455
New +$82.3K 0.25% 122
2022
Q4 		$480K Buy
+7,632
New +$471K 0.32% 159
2022
Q3 		– Sell
-2,393
Closed -$147K – 588
2022
Q2 		$147K Buy
2,393
+1,825
+321% +$167K 0.39% 79
2022
Q1 		$78K Sell
568
-3,358
-86% -$407K 0.07% 336
2021
Q4 		$634K Buy
+3,926
New +$851K 0.91% 11
2021
Q2 		– Sell
-138
Closed -$31K – 641
2021
Q1 		$31K Sell
138
-132
-49% -$30.9K 0.03% 371
2020
Q4 		$59K Buy
270
+89
+49% +$17.4K 0.07% 297
2020
Q3 		$29K Buy
+181
New +$25.6K 0.03% 397

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BlackRock
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JSC
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return