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Oder Investment Management’s Block Inc XYZ Stock Holding History

Oder 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
2023
Q1 		– Sell
-1,927
Closed -$121K – 100
2022
Q4 		$121K Buy
+1,927
New +$119K 0.15% 90
2022
Q2 		– Sell
-2,030
Closed -$275K – 91
2022
Q1 		$275K Buy
2,030
+160
+9% +$19.4K 0.31% 75
2021
Q4 		$302K Sell
1,870
-149
-7% -$32.3K 0.43% 63
2021
Q3 		$484K Hold
2,019
– – 0.71% 46
2021
Q2 		$492K Sell
2,019
-38
-2% -$8.81K 0.64% 46
2021
Q1 		$467K Buy
2,057
+728
+55% +$170K 0.64% 43
2020
Q4 		$289K Buy
+1,329
New +$259K 0.28% 72

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Oder Investment Management's XYZ Position: Q1 2023 in Review

Oder Investment Management sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 1,927 shares — an estimated $121K sold.

Oder Investment Management first reported a position in XYZ in Q4 2020 and held it in 7 quarters. The position peaked at $492K in Q2 2021. 996 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Oder Investment Management reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Oder Investment Management sold 1,927 Block Inc shares in Q1 2023, an estimated $121K.
  • Oder Investment Management first reported a position in Block Inc in Q4 2020 and held it in 7 quarters.
  • Oder Investment Management's Block Inc position peaked at $492K in Q2 2021.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Oder Investment Management's 13F filing for Q1 2023, filed 11 May 2023.