Oarsman Capital’s Block Inc XYZ Stock Holding History

Oarsman Capital’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	-875	Closed	-$74.4K	–	899
2024 Q4	$74.4K	Sell	875 -533	-38%	-$43.7K	0.01%	379
2024 Q3	$94.5K	Buy	+1,408	New	+$91K	0.02%	349
2022 Q2	–	Sell	-1,978	Closed	-$268K	–	191
2022 Q1	$268K	Buy	1,978 +25	+1%	+$3.03K	0.1%	160
2021 Q4	$315K	Buy	1,953 +134	+7%	+$29K	0.12%	143
2021 Q3	$436K	Buy	1,819 +21	+1%	+$5.39K	0.18%	128
2021 Q2	$438K	Sell	1,798 -36	-2%	-$8.35K	0.17%	129
2021 Q1	$416K	Sell	1,834 -711	-28%	-$166K	0.18%	129
2020 Q4	$554K	Sell	2,545 -61	-2%	-$11.9K	0.22%	108
2020 Q3	$424K	Sell	2,606 -230	-8%	-$32.5K	0.19%	110
2020 Q2	$298K	Buy	+2,836	New	+$217K	0.15%	123

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

Oarsman Capital's XYZ Position: Q1 2025 in Review

Oarsman Capital sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 875 shares — an estimated $74.4K sold.

Oarsman Capital first reported a position in XYZ in Q2 2020 and held it in 10 quarters. The position peaked at $554K in Q4 2020. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Oarsman Capital reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 875 Block Inc shares in Q1 2025, an estimated $74.4K.
Oarsman Capital first reported a position in Block Inc in Q2 2020 and held it in 10 quarters.
Oarsman Capital's Block Inc position peaked at $554K in Q4 2020.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.