TCM
XYZ

Twin Capital Management’s Block Inc XYZ Stock Holding History

Twin Capital 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
-13,137
Closed -$1.12M – 325
2024
Q4 		$1.12M Sell
13,137
-9,082
-41% -$745K 0.12% 160
2024
Q3 		$1.49M Buy
22,219
+8,397
+61% +$542K 0.17% 150
2024
Q2 		$891K Buy
13,822
+151
+1% +$10.6K 0.11% 181
2024
Q1 		$1.16M Sell
13,671
-1,796
-12% -$130K 0.14% 164
2023
Q4 		$1.2M Buy
+15,467
New +$875K 0.16% 159
2022
Q1 		– Sell
-10,066
Closed -$1.63M – 300
2021
Q4 		$1.63M Sell
10,066
-1,160
-10% -$251K 0.16% 157
2021
Q3 		$2.69M Buy
+11,226
New +$2.88M 0.28% 114

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Morgan Stanley
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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
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
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Norges Bank
Norges Bank Oslo, Norway $935B AUM