SBLIC
XYZ

Security Benefit Life Insurance Company’s Block Inc XYZ Stock Holding History

Security Benefit Life Insurance Company’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
Q4 		– Sell
-4,245
Closed -$285K – 24
2024
Q3 		$285K Hold
4,245
– – 0.14% 14
2024
Q2 		$274K Hold
4,245
– – 0.09% 12
2024
Q1 		$359K Hold
4,245
– – 0.11% 12
2023
Q4 		$328K Buy
+4,245
New +$240K 0.07% 13

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Security Benefit Life Insurance Company's XYZ Position: Q4 2024 in Review

Security Benefit Life Insurance Company sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 4,245 shares — an estimated $285K sold.

Security Benefit Life Insurance Company first reported a position in XYZ in Q4 2023 and held it in 4 quarters. The position peaked at $359K in Q1 2024. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Security Benefit Life Insurance Company reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Security Benefit Life Insurance Company sold 4,245 Block Inc shares in Q4 2024, an estimated $285K.
  • Security Benefit Life Insurance Company first reported a position in Block Inc in Q4 2023 and held it in 4 quarters.
  • Security Benefit Life Insurance Company's Block Inc position peaked at $359K in Q1 2024.
  • 1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Security Benefit Life Insurance Company's 13F filing for Q4 2024, filed 4 Feb 2025.