TAM
XYZ

Tabor Asset Management’s Block Inc XYZ Stock Holding History

Tabor Asset 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
2025
Q1 		– Sell
-16,885
Closed -$1.44M – 52
2024
Q4 		$1.44M Buy
+16,885
New +$1.39M 0.68% 37
2024
Q1 		– Sell
-58,023
Closed -$4.49M – 50
2023
Q4 		$4.49M Buy
58,023
+29,396
+103% +$1.66M 2.1% 21
2023
Q3 		$1.27M Sell
28,627
-18,533
-39% -$1.15M 0.66% 43
2023
Q2 		$3.14M Sell
47,160
-36,342
-44% -$2.27M 1.71% 23
2023
Q1 		$5.73M Buy
83,502
+38,018
+84% +$2.85M 2.86% 13
2022
Q4 		$2.86M Buy
+45,484
New +$2.81M 1.63% 22
2022
Q3 		– Sell
-59,977
Closed -$3.69M – 39
2022
Q2 		$3.69M Buy
59,977
+5,197
+9% +$475K 2.73% 14
2022
Q1 		$7.43M Buy
+54,780
New +$6.63M 4.09% 8
2021
Q4 		– Sell
-14,063
Closed -$3.37M – 49
2021
Q3 		$3.37M Buy
14,063
+5,814
+70% +$1.49M 2.02% 20
2021
Q2 		$2.01M Sell
8,249
-6,877
-45% -$1.6M 1.42% 31
2021
Q1 		$3.43M Buy
15,126
+3,761
+33% +$880K 2.45% 18
2020
Q4 		$2.47M Buy
+11,365
New +$2.22M 2.19% 18

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tabor Asset Management's XYZ Position: Q1 2025 in Review

Tabor Asset Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 16,885 shares — an estimated $1.44M sold.

Tabor Asset Management first reported a position in XYZ in Q4 2020 and held it in 12 quarters. The position peaked at $7.43M in Q1 2022. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Tabor Asset Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Tabor Asset Management sold 16,885 Block Inc shares in Q1 2025, an estimated $1.44M.
  • Tabor Asset Management first reported a position in Block Inc in Q4 2020 and held it in 12 quarters.
  • Tabor Asset Management's Block Inc position peaked at $7.43M in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Tabor Asset Management's 13F filing for Q1 2025, filed 5 May 2025.