SAM
XYZ

Silvercrest Asset Management’s Block Inc XYZ Stock Holding History

Silvercrest Asset Management’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
-3,126
Closed -$266K – 884
2024
Q4 		$266K Hold
3,126
– – ﹤0.01% 766
2024
Q3 		$210K Buy
+3,126
New +$202K ﹤0.01% 774
2024
Q2 		– Sell
-2,805
Closed -$237K – 950
2024
Q1 		$237K Sell
2,805
-95
-3% -$6.87K ﹤0.01% 831
2023
Q4 		$224K Buy
+2,900
New +$164K ﹤0.01% 782
2022
Q2 		– Sell
-2,385
Closed -$323K – 864
2022
Q1 		$323K Buy
2,385
+170
+8% +$20.6K ﹤0.01% 752
2021
Q4 		$358K Sell
2,215
-913
-29% -$198K ﹤0.01% 716
2021
Q3 		$750K Sell
3,128
-517
-14% -$133K 0.01% 620
2021
Q2 		$889K Buy
3,645
+802
+28% +$186K 0.01% 592
2021
Q1 		$646K Buy
2,843
+398
+16% +$93.1K ﹤0.01% 628
2020
Q4 		$532K Buy
2,445
+40
+2% +$7.8K ﹤0.01% 621
2020
Q3 		$391K Buy
+2,405
New +$340K ﹤0.01% 632

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Silvercrest Asset Management's XYZ Position: Q1 2025 in Review

Silvercrest Asset Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 3,126 shares — an estimated $266K sold.

Silvercrest Asset Management first reported a position in XYZ in Q3 2020 and held it in 11 quarters. The position peaked at $889K in Q2 2021. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Silvercrest Asset Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Silvercrest Asset Management sold 3,126 Block Inc shares in Q1 2025, an estimated $266K.
  • Silvercrest Asset Management first reported a position in Block Inc in Q3 2020 and held it in 11 quarters.
  • Silvercrest Asset Management's Block Inc position peaked at $889K in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Silvercrest Asset Management's 13F filing for Q1 2025, filed 15 May 2025.