Polar Capital Holdings’s Block Inc XYZ Stock Holding History

Polar Capital Holdings’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	-85,504	Closed	-$4.65M	–	308
2025 Q1	$4.65M	Sell	85,504 -45,427	-35%	-$3.39M	0.03%	232
2024 Q4	$11.1M	Sell	130,931 -23,993	-15%	-$1.97M	0.06%	191
2024 Q3	$10.4M	Buy	+154,924	New	+$10M	0.05%	201
2024 Q1	–	Sell	-226,096	Closed	-$17.5M	–	311
2023 Q4	$17.5M	Buy	+226,096	New	+$12.8M	0.11%	148
2023 Q1	–	Sell	-786,648	Closed	-$49.4M	–	325
2022 Q4	$49.4M	Buy	786,648 +595,831	+312%	+$36.8M	0.39%	84
2022 Q3	$10.5K	Buy	190,817 +29,229	+18%	+$2.07M	0.07%	184
2022 Q2	$9.93K	Sell	161,588 -27,797	-15%	-$2.54M	0.06%	197
2022 Q1	$25.7K	Buy	189,385 +100,770	+114%	+$12.2M	0.12%	146
2021 Q4	$14.3K	Sell	88,615 -308,644	-78%	-$66.9M	0.05%	204
2021 Q3	$95.3K	Buy	397,259 +40,222	+11%	+$10.3M	0.39%	56
2021 Q2	$87K	Buy	357,037 +340,619	+2,075%	+$79M	0.38%	59
2021 Q1	$3.73M	Sell	16,418 -38,924	-70%	-$9.11M	0.02%	267
2020 Q4	$12M	Buy	+55,342	New	+$10.8M	0.07%	195

Other funds holding XYZ

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

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