SLG
XYZ

Stanley-Laman Group’s Block Inc XYZ Stock Holding History

Stanley-Laman Group’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
-133,591
Closed -$5.91M – 271
2023
Q3 		$5.91M Sell
133,591
-3,155
-2% -$195K 1.01% 24
2023
Q2 		$9.1M Buy
+136,746
New +$8.54M 1.5% 7
2023
Q1 		– Sell
-76,673
Closed -$4.82M – 262
2022
Q4 		$4.82M Buy
76,673
+10,365
+16% +$640K 0.92% 26
2022
Q3 		$3.65M Buy
+66,308
New +$4.69M 0.69% 41
2022
Q1 		– Sell
-10,310
Closed -$1.67M – 316
2021
Q4 		$1.67M Buy
+10,310
New +$2.23M 0.2% 155
2019
Q3 		– Sell
-4,489
Closed -$326K – 283
2019
Q2 		$326K Hold
4,489
– – 0.08% 221
2019
Q1 		$336K Buy
+4,489
New +$325K 0.08% 221

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

Stanley-Laman Group's XYZ Position: Q4 2023 in Review

Stanley-Laman Group sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 133,591 shares — an estimated $5.91M sold.

Stanley-Laman Group first reported a position in XYZ in Q1 2019 and held it in 7 quarters. The position peaked at $9.1M in Q2 2023. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Stanley-Laman Group reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Stanley-Laman Group sold 133,591 Block Inc shares in Q4 2023, an estimated $5.91M.
  • Stanley-Laman Group first reported a position in Block Inc in Q1 2019 and held it in 7 quarters.
  • Stanley-Laman Group's Block Inc position peaked at $9.1M in Q2 2023.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Stanley-Laman Group's 13F filing for Q4 2023, filed 2 Feb 2024.