PVH
XYZ

Psagot Value Holdings’s Block Inc XYZ Stock Holding History

Psagot Value 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
2024
Q1 		– Sell
-2,600
Closed -$207K – 550
2023
Q4 		$207K Sell
2,600
-150
-5% -$8.48K 0.09% 162
2023
Q3 		$122K Sell
2,750
-250
-8% -$15.5K 0.06% 198
2023
Q2 		$193K Hold
3,000
– – 0.1% 165
2023
Q1 		$204K Sell
3,000
-7,000
-70% -$524K 0.09% 174
2022
Q4 		$628K Buy
10,000
+1,100
+12% +$67.9K 0.19% 105
2022
Q3 		$489K Buy
8,900
+5,700
+178% +$404K 0.14% 116
2022
Q2 		$197K Buy
3,200
+1,350
+73% +$123K 0.05% 188
2022
Q1 		$251K Sell
1,850
-2,972
-62% -$360K 0.06% 179
2021
Q4 		$779K Sell
4,822
-700
-13% -$152K 0.15% 110
2021
Q3 		$1.32M Buy
5,522
+400
+8% +$103K 0.23% 82
2021
Q2 		$1.25M Buy
+5,122
New +$1.19M 0.04% 139
2020
Q4 		– Sell
-3,500
Closed -$569K – 436
2020
Q3 		$569K Hold
3,500
– – 0.01% 201
2020
Q2 		$367K Buy
+3,500
New +$268K 0.01% 200
2019
Q1 		– Sell
-63
Closed -$4K – 475
2018
Q4 		$4K Buy
+63
New +$4.45K ﹤0.01% 426

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $580B AUM 38.23% 1-Year Est. Return

Psagot Value Holdings's XYZ Position: Q1 2024 in Review

Psagot Value Holdings sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 2,600 shares — an estimated $207K sold.

Psagot Value Holdings first reported a position in XYZ in Q4 2018 and held it in 14 quarters. The position peaked at $1.32M in Q3 2021. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Psagot Value Holdings reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 2,600 Block Inc shares in Q1 2024, an estimated $207K.
  • Psagot Value Holdings first reported a position in Block Inc in Q4 2018 and held it in 14 quarters.
  • Psagot Value Holdings's Block Inc position peaked at $1.32M in Q3 2021.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.