Sciencast Management’s Block Inc XYZ Stock Holding History

Sciencast 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
2025 Q2	–	Sell	-66,786	Closed	-$3.63M	–	392
2025 Q1	$3.63M	Buy	+66,786	New	+$4.99M	0.84%	7
2022 Q1	–	Sell	-11,220	Closed	-$1.71M	–	801
2021 Q4	$1.71M	Buy	11,220 +9,839	+712%	+$2.13M	0.3%	106
2021 Q3	$336K	Sell	1,381 -2,372	-63%	-$609K	0.1%	271
2021 Q2	$903K	Buy	+3,753	New	+$870K	0.19%	161
2021 Q1	–	Sell	-6,087	Closed	-$1.42M	–	707
2020 Q4	$1.42M	Buy	+6,087	New	+$1.19M	0.29%	110
2020 Q3	–	Sell	-3,150	Closed	-$380K	–	582
2020 Q2	$380K	Sell	3,150 -8,339	-73%	-$638K	0.1%	314
2020 Q1	$499K	Sell	11,489 -24,137	-68%	-$1.65M	0.14%	104
2019 Q4	$2.4M	Buy	+35,626	New	+$2.28M	0.64%	29
2019 Q2	–	Sell	-10,642	Closed	-$796K	–	497
2019 Q1	$796K	Buy	10,642 +4,728	+80%	+$343K	0.28%	117
2018 Q4	$437K	Buy	+5,914	New	+$418K	0.39%	105
2018 Q1	–	Sell	-12,182	Closed	-$547K	–	465
2017 Q4	$547K	Buy	+12,182	New	+$446K	0.29%	135

Other funds holding XYZ

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return