SC
XYZ

Sierra Capital’s Block Inc XYZ Stock Holding History

Sierra Capital’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
Q1 		– Sell
-2,386
Closed -$203K – 200
2024
Q4 		$203K Buy
+2,386
New +$196K 0.02% 190
2024
Q2 		– Sell
-2,467
Closed -$209K – 198
2024
Q1 		$209K Buy
+2,467
New +$178K 0.03% 186
2023
Q1 		– Sell
-1,918
Closed -$121K – 568
2022
Q4 		$121K Buy
1,918
+115
+6% +$7.1K 0.02% 210
2022
Q3 		$99K Sell
1,803
-93
-5% -$6.58K 0.02% 220
2022
Q2 		$117K Hold
1,896
– – 0.02% 255
2022
Q1 		$257K Buy
1,896
+36
+2% +$4.36K 0.04% 183
2021
Q4 		$300K Buy
1,860
+710
+62% +$154K 0.04% 181
2021
Q3 		$276K Hold
1,150
– – 0.05% 168
2021
Q2 		$280K Hold
1,150
– – 0.05% 155
2021
Q1 		$261K Buy
+1,150
New +$269K 0.05% 156

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Fidelity Investments
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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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM