SFM
XYZ

Soros Fund Management’s Block Inc XYZ Stock Holding History

Soros Fund 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
2024
Q2 		– Sell
-300,000
Closed -$25.4M – 240
2024
Q1 		$25.4M Sell
300,000
-300,000
-50% -$21.7M 0.42% 70
2023
Q4 		$46.4M Buy
600,000
+100,000
+20% +$5.65M 0.61% 52
2023
Q3 		$22.1M Buy
500,000
+300,000
+150% +$18.6M 0.31% 76
2023
Q2 		$13.3M Buy
+200,000
New +$12.5M 0.21% 97

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soros Fund Management's XYZ Position: Q1 2017 in Review

Soros Fund Management sold out of Block Inc (XYZ) in Q1 2017, closing a stake of 19,600 shares — an estimated $267K sold.

Soros Fund Management first reported a position in XYZ in Q4 2016 and held it in 1 quarter. The position peaked at $267K in Q4 2016. 267 funds tracked by Wall St. Rank hold XYZ as of Q1 2017.

  • Soros Fund Management reported no remaining Block Inc position as of Q1 2017 after selling out during the quarter.
  • Soros Fund Management sold 19,600 Block Inc shares in Q1 2017, an estimated $267K.
  • Soros Fund Management first reported a position in Block Inc in Q4 2016 and held it in 1 quarter.
  • Soros Fund Management's Block Inc position peaked at $267K in Q4 2016.
  • 267 funds tracked by Wall St. Rank held Block Inc as of Q1 2017.

Based on Soros Fund Management's 13F filing for Q1 2017, filed 15 May 2017.