OA
XYZ

Oracle Alpha’s Block Inc XYZ Stock Holding History

Oracle Alpha’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 		$224K Sell
2,651
-2,536
-49% -$183K 0.4% 129
2023
Q4 		$401K Buy
+5,187
New +$293K 0.52% 57

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $535B AUM 26.23% 1-Year Est. Return

Oracle Alpha's XYZ Position: Q1 2024 in Review

Oracle Alpha reduced its Block Inc (XYZ) stake by 49% in Q1 2024, selling an estimated $183K and leaving 2,651 shares worth $224K. The position accounts for 0.4% of the portfolio, ranked #129.

Oracle Alpha first reported a position in XYZ in Q4 2023 and has held it in 2 quarters since. The position peaked at $401K in Q4 2023. 1,069 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Oracle Alpha held 2,651 shares of Block Inc worth $224K as of Q1 2024.
  • Oracle Alpha sold 2,536 Block Inc shares in Q1 2024, an estimated $183K.
  • Block Inc made up 0.4% of Oracle Alpha's portfolio in Q1 2024, its #129 holding.
  • Oracle Alpha first reported a position in Block Inc in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's Block Inc position peaked at $401K in Q4 2023.
  • 1,069 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.