SDH
XYZ

Sloy Dahl & Holst’s Block Inc XYZ Stock Holding History

Sloy Dahl & Holst’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
2024
Q1 		– Sell
-16,529
Closed -$1.28M – 97
2023
Q4 		$1.28M Hold
16,529
– – 0.26% 23
2023
Q3 		$732K Sell
16,529
-38,061
-70% -$2.36M 0.16% 28
2023
Q2 		$3.63M Sell
54,590
-598
-1% -$37.4K 0.66% 11
2023
Q1 		$3.79M Sell
55,188
-1,104
-2% -$82.6K 0.86% 9
2022
Q4 		$3.54M Buy
56,292
+207
+0.4% +$12.8K 1.23% 8
2022
Q3 		$3.08M Buy
+56,085
New +$3.97M 0.65% 14
2022
Q2 		– Sell
-1,542
Closed -$209K – 83
2022
Q1 		$209K Sell
1,542
-42,092
-96% -$5.1M 0.03% 75
2021
Q4 		$10.5M Hold
43,634
– – 2.23% 7
2021
Q3 		$10.5M Sell
43,634
-2,566
-6% -$659K 2.23% 7
2021
Q2 		$11.3M Sell
46,200
-205
-0.4% -$47.5K 1.51% 10
2021
Q1 		$10.5M Buy
46,405
+35,072
+309% +$8.2M 1.51% 10
2020
Q4 		$2.63M Sell
11,333
-26,555
-70% -$5.18M 1.26% 10
2020
Q3 		$6.74M Buy
37,888
+27,036
+249% +$3.82M 2.56% 6
2020
Q2 		$1.14M Buy
+10,852
New +$831K 0.54% 17

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sloy Dahl & Holst's XYZ Position: Q1 2024 in Review

Sloy Dahl & Holst sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 16,529 shares — an estimated $1.28M sold.

Sloy Dahl & Holst first reported a position in XYZ in Q2 2020 and held it in 14 quarters. The position peaked at $11.3M in Q2 2021. 1,069 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Sloy Dahl & Holst reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Sloy Dahl & Holst sold 16,529 Block Inc shares in Q1 2024, an estimated $1.28M.
  • Sloy Dahl & Holst first reported a position in Block Inc in Q2 2020 and held it in 14 quarters.
  • Sloy Dahl & Holst's Block Inc position peaked at $11.3M in Q2 2021.
  • 1,069 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Sloy Dahl & Holst's 13F filing for Q1 2024, filed 19 Apr 2024.