S
XYZ

Seeyond’s Block Inc XYZ Stock Holding History

Seeyond’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
2022
Q4 		$299K Sell
4,751
-89
-2% -$5.49K 0.03% 473
2022
Q3 		$266K Buy
4,840
+1,115
+30% +$78.9K 0.03% 506
2022
Q2 		$228K Buy
3,725
+507
+16% +$46.3K 0.03% 525
2022
Q1 		$436K Sell
3,218
-24
-0.7% -$2.91K 0.04% 481
2021
Q4 		$523K Sell
3,242
-40
-1% -$8.67K 0.05% 468
2021
Q3 		$787K Buy
3,282
+2,674
+440% +$687K 0.08% 389
2021
Q2 		$148K Sell
608
-1,433
-70% -$332K 0.01% 561
2021
Q1 		$463K Sell
2,041
-1,516
-43% -$355K 0.05% 476
2020
Q4 		$774K Buy
3,557
+362
+11% +$70.6K 0.08% 362
2020
Q3 		$519K Sell
3,195
-333
-9% -$47K 0.06% 408
2020
Q2 		$370K Buy
3,528
+1,807
+105% +$138K 0.04% 461
2020
Q1 		$567K Sell
1,721
-41
-2% -$2.8K 0.08% 351
2019
Q4 		$110K Hold
1,762
– – 0.01% 604
2019
Q3 		$109K Hold
1,762
– – 0.01% 589
2019
Q2 		$128K Sell
1,762
-7,910
-82% -$553K 0.01% 579
2019
Q1 		$725K Buy
9,672
+7,524
+350% +$545K 0.07% 403
2018
Q4 		$120K Buy
+2,148
New +$152K 0.02% 574

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Seeyond's XYZ Position: Q4 2022 in Review

Seeyond reduced its Block Inc (XYZ) stake by 1.8% in Q4 2022, selling an estimated $5.49K and leaving 4,751 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #473.

Seeyond first reported a position in XYZ in Q4 2018 and has held it in 17 quarters since. The position peaked at $787K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Seeyond held 4,751 shares of Block Inc worth $299K as of Q4 2022.
  • Seeyond sold 89 Block Inc shares in Q4 2022, an estimated $5.49K.
  • Block Inc made up 0.03% of Seeyond's portfolio in Q4 2022, its #473 holding.
  • Seeyond first reported a position in Block Inc in Q4 2018 and has held it in 17 quarters since.
  • Seeyond's Block Inc position peaked at $787K in Q3 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.