RCM
XYZ

Ratan Capital Management’s Block Inc XYZ Stock Holding History

Ratan 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
2024
Q1 		– Sell
-44,785
Closed -$3.46M – 58
2023
Q4 		$3.46M Buy
+44,785
New +$2.53M 2.26% 16
2022
Q3 		– Sell
-30,970
Closed -$1.9M – 30
2022
Q2 		$1.9M Buy
+30,970
New +$2.83M 1.6% 12
2021
Q4 		– Sell
-13,000
Closed -$3.12M – 109
2021
Q3 		$3.12M Sell
13,000
-47,000
-78% -$12.1M 0.4% 49
2021
Q2 		$14.6M Buy
60,000
+15,000
+33% +$3.48M 1.27% 33
2021
Q1 		$10.2M Buy
+45,000
New +$10.5M 1.12% 32

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 $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ratan Capital Management's XYZ Position: Q1 2024 in Review

Ratan Capital Management sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 44,785 shares — an estimated $3.46M sold.

Ratan Capital Management first reported a position in XYZ in Q1 2021 and held it in 5 quarters. The position peaked at $14.6M in Q2 2021. 1,069 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Ratan Capital Management reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Ratan Capital Management sold 44,785 Block Inc shares in Q1 2024, an estimated $3.46M.
  • Ratan Capital Management first reported a position in Block Inc in Q1 2021 and held it in 5 quarters.
  • Ratan Capital Management's Block Inc position peaked at $14.6M in Q2 2021.
  • 1,069 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Ratan Capital Management's 13F filing for Q1 2024, filed 14 May 2024.