SAI
XYZ

Systematic Alpha Investments’s Block Inc XYZ Stock Holding History

Systematic Alpha 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
2024
Q1 		– Sell
-1,000
Closed -$77.3K – 285
2023
Q4 		$77.3K Hold
1,000
– – ﹤0.01% 261
2023
Q3 		$44.3K Hold
1,000
– – ﹤0.01% 277
2023
Q2 		$66.6K Hold
1,000
– – ﹤0.01% 233
2023
Q1 		$68.7K Buy
+1,000
New +$74.9K ﹤0.01% 259
2021
Q4 		– Sell
-1,000
Closed -$255K – 488
2021
Q3 		$255K Hold
1,000
– – 0.01% 215
2021
Q2 		$273K Hold
1,000
– – 0.01% 173
2021
Q1 		$227K Buy
+1,000
New +$234K 0.01% 132

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $580B AUM 38.23% 1-Year Est. Return

Systematic Alpha Investments's XYZ Position: Q1 2024 in Review

Systematic Alpha Investments sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 1,000 shares — an estimated $77.3K sold.

Systematic Alpha Investments first reported a position in XYZ in Q1 2021 and held it in 7 quarters. The position peaked at $273K in Q2 2021. 1,071 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Systematic Alpha Investments reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Systematic Alpha Investments sold 1,000 Block Inc shares in Q1 2024, an estimated $77.3K.
  • Systematic Alpha Investments first reported a position in Block Inc in Q1 2021 and held it in 7 quarters.
  • Systematic Alpha Investments's Block Inc position peaked at $273K in Q2 2021.
  • 1,071 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.