SC
XYZ

Slow Capital’s Block Inc XYZ Stock Holding History

Slow 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
2023
Q4 		– Sell
-20,999
Closed -$929K – 127
2023
Q3 		$929K Buy
20,999
+799
+4% +$49.5K 0.17% 106
2023
Q2 		$1.34M Sell
20,200
-11,635
-37% -$727K 0.23% 102
2023
Q1 		$2.19M Buy
31,835
+2,645
+9% +$198K 0.41% 89
2022
Q4 		$1.83M Buy
29,190
+4,701
+19% +$290K 0.41% 82
2022
Q3 		$1.35M Sell
24,489
-2,950
-11% -$209K 0.29% 103
2022
Q2 		$1.69M Buy
27,439
+7,971
+41% +$728K 0.41% 90
2022
Q1 		$2.64M Buy
19,468
+8,573
+79% +$1.04M 0.49% 62
2021
Q4 		$1.76M Buy
10,895
+945
+9% +$205K 0.3% 109
2021
Q3 		$2.39M Sell
9,950
-428
-4% -$110K 0.44% 85
2021
Q2 		$2.53M Buy
10,378
+548
+6% +$127K 0.48% 78
2021
Q1 		$2.63M Buy
9,830
+681
+7% +$159K 0.57% 60
2020
Q4 		$1.99M Buy
9,149
+254
+3% +$49.5K 0.48% 78
2020
Q3 		$1.45M Buy
8,895
+1,799
+25% +$254K 0.39% 98
2020
Q2 		$745K Buy
7,096
+413
+6% +$31.6K 0.22% 121
2020
Q1 		$350K Buy
6,683
+1,084
+19% +$74.1K 0.13% 137
2019
Q4 		$350K Buy
+5,599
New +$358K 0.11% 168
2019
Q3 		– Sell
-7,769
Closed -$563K – 176
2019
Q2 		$563K Sell
7,769
-1,097
-12% -$76.6K 0.23% 119
2019
Q1 		$664K Buy
8,866
+771
+10% +$55.9K 0.26% 112
2018
Q4 		$454K Buy
+8,095
New +$572K 0.22% 120

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return