OCM
XYZ

Orion Capital Management’s Block Inc XYZ Stock Holding History

Orion Capital 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
Q4 		– Sell
-50
Closed -$2.21K – 536
2023
Q3 		$2.21K Buy
+50
New +$3.1K ﹤0.01% 450
2023
Q2 		– Sell
-50
Closed -$3.43K – 443
2023
Q1 		$3.43K Hold
50
– – ﹤0.01% 420
2022
Q4 		$3.14K Hold
50
– – ﹤0.01% 365
2022
Q3 		$3K Sell
50
-64
-56% -$4.53K ﹤0.01% 377
2022
Q2 		$7K Hold
114
– – 0.01% 350
2022
Q1 		$15K Buy
114
+49
+75% +$5.93K 0.01% 305
2021
Q4 		$10K Hold
65
– – 0.01% 311
2021
Q3 		$16K Hold
65
– – 0.01% 263
2021
Q2 		$16K Hold
65
– – 0.01% 243
2021
Q1 		$15K Buy
65
+15
+30% +$3.51K 0.01% 236
2020
Q4 		$11K Buy
+50
New +$9.75K 0.01% 244

Other funds holding XYZ

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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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return