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
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

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VPM
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Capital World Investors
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Morgan Stanley
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Geode Capital Management
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Loomis, Sayles & Company
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return