SFI
XYZ

Susquehanna Fundamental Investments’s Block Inc XYZ Stock Holding History

Susquehanna Fundamental Investments’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
2026
Q1 		$26.6M Buy
+442,561
New +$26.9M 1% 25
2023
Q3 		– Sell
-163,774
Closed -$10.9M – 611
2023
Q2 		$10.9M Sell
163,774
-152,585
-48% -$9.53M 0.4% 70
2023
Q1 		$21.7M Hold
316,359
– – 0.51% 43
2022
Q4 		$19.9M Buy
+316,359
New +$19.5M 0.34% 71
2022
Q1 		– Sell
-10,756
Closed -$1.74M – 1716
2021
Q4 		$1.74M Sell
10,756
-31,447
-75% -$6.81M 0.05% 465
2021
Q3 		$10.1M Sell
42,203
-1,697
-4% -$436K 0.19% 141
2021
Q2 		$10.7M Buy
+43,900
New +$10.2M 0.2% 120

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return