SPA
XYZ

Sherbrooke Park Advisers’s Block Inc XYZ Stock Holding History

Sherbrooke Park Advisers’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
-18,172
Closed -$987K – 825
2025
Q1 		$987K Buy
+18,172
New +$1.36M 0.46% 21
2024
Q4 		– Sell
-8,843
Closed -$594K – 1221
2024
Q3 		$594K Sell
8,843
-19,172
-68% -$1.24M 0.14% 241
2024
Q2 		$1.81M Buy
28,015
+25,454
+994% +$1.78M 0.32% 45
2024
Q1 		$217K Buy
+2,561
New +$185K 0.04% 697
2023
Q4 		– Sell
-26,364
Closed -$1.17M – 721
2023
Q3 		$1.17M Buy
26,364
+20,343
+338% +$1.26M 0.37% 77
2023
Q2 		$401K Sell
6,021
-1,779
-23% -$111K 0.21% 217
2023
Q1 		$535K Sell
7,800
-2,300
-23% -$172K 0.81% 29
2022
Q4 		$635K Buy
+10,100
New +$623K 0.46% 76

Other funds holding XYZ

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

Sherbrooke Park Advisers's XYZ Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 18,172 shares — an estimated $987K sold.

Sherbrooke Park Advisers first reported a position in XYZ in Q4 2022 and held it in 8 quarters. The position peaked at $1.81M in Q2 2024. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 18,172 Block Inc shares in Q2 2025, an estimated $987K.
  • Sherbrooke Park Advisers first reported a position in Block Inc in Q4 2022 and held it in 8 quarters.
  • Sherbrooke Park Advisers's Block Inc position peaked at $1.81M in Q2 2024.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.