ODG
XYZ

O'Dell Group’s Block Inc XYZ Stock Holding History

O'Dell Group’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
-4,422
Closed -$342K – 502
2023
Q4 		$342K Buy
+4,422
New +$250K 0.09% 60
2023
Q3 		– Sell
-1,198
Closed -$79.8K – 509
2023
Q2 		$79.8K Buy
+1,198
New +$74.8K 0.02% 150
2022
Q4 		– Sell
-1,458
Closed -$80K – 424
2022
Q3 		$80K Buy
1,458
+10
+0.7% +$708 0.03% 118
2022
Q2 		$89K Buy
1,448
+130
+10% +$11.9K 0.03% 116
2022
Q1 		$179K Buy
1,318
+111
+9% +$13.4K 0.05% 79
2021
Q4 		$195K Buy
1,207
+14
+1% +$3.03K 0.06% 72
2021
Q3 		$286K Hold
1,193
– – 0.09% 58
2021
Q2 		$291K Sell
1,193
-20
-2% -$4.64K 0.09% 60
2021
Q1 		$275K Sell
1,213
-18
-1% -$4.21K 0.1% 57
2020
Q4 		$268K Buy
+1,231
New +$240K 0.1% 52

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

O'Dell Group's XYZ Position: Q1 2024 in Review

O'Dell Group sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 4,422 shares — an estimated $342K sold.

O'Dell Group first reported a position in XYZ in Q4 2020 and held it in 10 quarters. The position peaked at $342K in Q4 2023. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • O'Dell Group reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 4,422 Block Inc shares in Q1 2024, an estimated $342K.
  • O'Dell Group first reported a position in Block Inc in Q4 2020 and held it in 10 quarters.
  • O'Dell Group's Block Inc position peaked at $342K in Q4 2023.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.