RI
XYZ

Ridgewood Investments’s Block Inc XYZ Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-949
Closed -$64.5K – 726
2025
Q2 		$64.5K Sell
949
-100
-10% -$5.82K 0.03% 297
2025
Q1 		$57K Sell
1,049
-246
-19% -$18.4K 0.03% 298
2024
Q4 		$110K Sell
1,295
-494
-28% -$40.5K 0.05% 229
2024
Q3 		$120K Sell
1,789
-80
-4% -$5.17K 0.06% 220
2024
Q2 		$121K Buy
+1,869
New +$131K 0.06% 224
2023
Q3 		– Sell
-2,434
Closed -$162K – 819
2023
Q2 		$162K Buy
2,434
+105
+5% +$6.56K 0.09% 190
2023
Q1 		$160K Buy
+2,329
New +$174K 0.1% 202
2021
Q2 		– Sell
-1,410
Closed -$320K – 209
2021
Q1 		$320K Buy
1,410
+17
+1% +$3.98K 0.2% 142
2020
Q4 		$226K Hold
1,393
– – 0.18% 146
2020
Q3 		$226K Buy
+1,393
New +$197K 0.18% 147

Other funds holding XYZ

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return