SLI
XYZ

Sumitomo Life Insurance’s Block Inc XYZ Stock Holding History

Sumitomo Life Insurance’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
-15,619
Closed -$691K – 264
2023
Q3 		$691K Sell
15,619
-203
-1% -$12.6K 0.02% 217
2023
Q2 		$1.05M Sell
15,822
-3,958
-20% -$247K 0.05% 172
2023
Q1 		$1.36M Buy
19,780
+9,667
+96% +$724K 0.11% 142
2022
Q4 		$636K Sell
10,113
-527
-5% -$32.5K 0.05% 224
2022
Q3 		$585K Buy
10,640
+625
+6% +$44.3K 0.02% 231
2022
Q2 		$616K Buy
10,015
+112
+1% +$10.2K 0.02% 231
2022
Q1 		$1.34M Buy
9,903
+8,348
+537% +$1.01M 0.03% 170
2021
Q4 		$251K Buy
+1,555
New +$337K 0.01% 271

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

Sumitomo Life Insurance's XYZ Position: Q4 2023 in Review

Sumitomo Life Insurance sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 15,619 shares — an estimated $691K sold.

Sumitomo Life Insurance first reported a position in XYZ in Q4 2021 and held it in 8 quarters. The position peaked at $1.36M in Q1 2023. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

  • Sumitomo Life Insurance reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
  • Sumitomo Life Insurance sold 15,619 Block Inc shares in Q4 2023, an estimated $691K.
  • Sumitomo Life Insurance first reported a position in Block Inc in Q4 2021 and held it in 8 quarters.
  • Sumitomo Life Insurance's Block Inc position peaked at $1.36M in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Sumitomo Life Insurance's 13F filing for Q4 2023, filed 30 Jan 2024.