OQS
XYZ

Occudo Quantitative Strategies’s Block Inc XYZ Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-5,921
Closed -$382K – 1059
2024
Q2 		$382K Buy
+5,921
New +$414K 0.07% 374
2023
Q1 		– Sell
-16,848
Closed -$1.06M – 1254
2022
Q4 		$1.06M Buy
+16,848
New +$1.04M 0.12% 270
2022
Q1 		– Sell
-11,627
Closed -$1.88M – 1362
2021
Q4 		$1.88M Buy
+11,627
New +$2.52M 0.17% 172
2021
Q3 		– Sell
-6,666
Closed -$1.63M – 1175
2021
Q2 		$1.63M Buy
6,666
+3,268
+96% +$758K 0.25% 99
2021
Q1 		$772K Buy
+3,398
New +$795K 0.17% 196

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return