Sierra Ocean’s Block Inc XYZ Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-48	Closed	-$3.26K	–	1024
2025 Q2	$3.26K	Sell	48 -69	-59%	-$4.01K	﹤0.01%	663
2025 Q1	$6.36K	Buy	117 +14	+14%	+$1.04K	0.01%	525
2024 Q4	$8.75K	Buy	+103	New	+$8.45K	0.01%	456

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sierra Ocean's XYZ Position: Q3 2025 in Review

Sierra Ocean sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 48 shares — an estimated $3.26K sold.

Sierra Ocean first reported a position in XYZ in Q4 2024 and held it in 3 quarters. The position peaked at $8.75K in Q4 2024. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

Sierra Ocean reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 48 Block Inc shares in Q3 2025, an estimated $3.26K.
Sierra Ocean first reported a position in Block Inc in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Block Inc position peaked at $8.75K in Q4 2024.
1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.