OWP
XYZ

Old Well Partners’s Block Inc XYZ Stock Holding History

Old Well Partners’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
-47,200
Closed -$4.01M – 15
2024
Q4 		$4.01M Sell
47,200
-7,000
-13% -$574K 7.66% 5
2024
Q3 		$3.64M Buy
54,200
+5,000
+10% +$323K 7.86% 4
2024
Q2 		$3.17M Buy
49,200
+6,800
+16% +$476K 3.47% 9
2024
Q1 		$3.59M Hold
42,400
– – 3.02% 12
2023
Q4 		$3.28M Sell
42,400
-1,000
-2% -$56.5K 2.9% 14
2023
Q3 		$1.92M Sell
43,400
-1,150
-3% -$71.2K 1.59% 22
2023
Q2 		$2.97M Hold
44,550
– – 2.68% 17
2023
Q1 		$3.06M Sell
44,550
-1,500
-3% -$112K 2.28% 18
2022
Q4 		$2.89M Hold
46,050
– – 2.5% 16
2022
Q3 		$2.53M Buy
46,050
+7,800
+20% +$552K 2.1% 18
2022
Q2 		$2.35M Buy
38,250
+5,500
+17% +$503K 1.88% 18
2022
Q1 		$4.44M Buy
32,750
+6,250
+24% +$757K 2.98% 18
2021
Q4 		$4.28M Buy
26,500
+5,500
+26% +$1.19M 2.65% 18
2021
Q3 		$5.04M Hold
21,000
– – 2.6% 18
2021
Q2 		$5.12M Buy
21,000
+3,000
+17% +$696K 2.32% 18
2021
Q1 		$4.09M Buy
18,000
+2,000
+13% +$468K 2.02% 19
2020
Q4 		$3.48M Sell
16,000
-1,000
-6% -$195K 1.79% 17
2020
Q3 		$2.76M Sell
17,000
-2,000
-11% -$282K 2.58% 12
2020
Q2 		$1.99M Sell
19,000
-3,500
-16% -$268K 1.58% 17
2020
Q1 		$1.18M Buy
+22,500
New +$1.54M 1.19% 20

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Norges Bank Oslo, Norway $935B AUM

Old Well Partners's XYZ Position: Q1 2025 in Review

Old Well Partners sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 47,200 shares — an estimated $4.01M sold.

Old Well Partners first reported a position in XYZ in Q1 2020 and held it in 20 quarters. The position peaked at $5.12M in Q2 2021. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Old Well Partners reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Old Well Partners sold 47,200 Block Inc shares in Q1 2025, an estimated $4.01M.
  • Old Well Partners first reported a position in Block Inc in Q1 2020 and held it in 20 quarters.
  • Old Well Partners's Block Inc position peaked at $5.12M in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Old Well Partners's 13F filing for Q1 2025, filed 15 May 2025.