ORAM
XYZ

One River Asset Management’s Block Inc XYZ Stock Holding History

One River Asset 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
2025
Q2 		– Sell
-467,900
Closed -$25.4M – 105
2025
Q1 		$25.4M Buy
467,900
+324,300
+226% +$24.2M 3.91% 7
2024
Q4 		$12.2M Buy
143,600
+137,600
+2,293% +$11.3M 1.02% 25
2024
Q3 		$403K Hold
6,000
– – 0.05% 151
2024
Q2 		$387K Buy
+6,000
New +$420K 0.03% 149
2023
Q2 		– Sell
-1,000
Closed -$68.7K – 335
2023
Q1 		$68.7K Sell
1,000
-54,200
-98% -$4.06M ﹤0.01% 305
2022
Q4 		$3.47M Buy
+55,200
New +$3.41M 0.21% 105

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

One River Asset Management's XYZ Position: Q1 2025 in Review

One River Asset Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 14,149 shares — an estimated $1.06M sold.

One River Asset Management first reported a position in XYZ in Q2 2024 and held it in 3 quarters. The position peaked at $1.24M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • One River Asset Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • One River Asset Management sold 14,149 Block Inc shares in Q1 2025, an estimated $1.06M.
  • One River Asset Management first reported a position in Block Inc in Q2 2024 and held it in 3 quarters.
  • One River Asset Management's Block Inc position peaked at $1.24M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on One River Asset Management's 13F filing for Q1 2025, filed 14 May 2025.