SCM
XYZ

Sandler Capital Management’s Block Inc XYZ Stock Holding History

Sandler 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
2026
Q2 		– Sell
-60,000
Closed -$3.61M – 173
2026
Q1 		$3.61M Buy
+60,000
New +$3.65M 1.87% 10
2024
Q4 		– Sell
-164,900
Closed -$11.1M – 213
2024
Q3 		$11.1M Sell
164,900
-344,100
-68% -$22.2M 1.46% 12
2024
Q2 		$32.8M Buy
509,000
+50,000
+11% +$3.5M 3.52% 5
2024
Q1 		$38.8M Buy
+459,000
New +$33.2M 2.83% 3
2023
Q4 		– Sell
-400,000
Closed -$17.7M – 153
2023
Q3 		$17.7M Buy
400,000
+300,000
+300% +$18.6M 1.82% 12
2023
Q2 		$6.66M Sell
100,000
-50,000
-33% -$3.12M 0.55% 63
2023
Q1 		$10.3M Buy
+150,000
New +$11.2M 0.94% 34
2022
Q2 		– Sell
-250,000
Closed -$33.9M – 129
2022
Q1 		$33.9M Buy
250,000
+140,000
+127% +$16.9M 2.99% 4
2021
Q4 		$17.8M Buy
+110,000
New +$23.8M 1.54% 23
2020
Q3 		– Sell
-700,000
Closed -$73.5M – 99
2020
Q2 		$73.5M Buy
700,000
+628,000
+872% +$48.1M 6.99% 1
2020
Q1 		$3.77M Buy
+72,000
New +$4.92M 0.52% 68

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return