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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

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sierra Capital's XYZ Position: Q1 2025 in Review

Sierra Capital sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,386 shares — an estimated $203K sold.

Sierra Capital first reported a position in XYZ in Q1 2021 and held it in 10 quarters. The position peaked at $300K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Sierra Capital reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Sierra Capital sold 2,386 Block Inc shares in Q1 2025, an estimated $203K.
  • Sierra Capital first reported a position in Block Inc in Q1 2021 and held it in 10 quarters.
  • Sierra Capital's Block Inc position peaked at $300K in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Sierra Capital's 13F filing for Q1 2025, filed 30 Apr 2025.