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

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Twin Capital Management's XYZ Position: Q1 2025 in Review

Twin Capital Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 13,137 shares — an estimated $1.12M sold.

Twin Capital Management first reported a position in XYZ in Q3 2021 and held it in 7 quarters. The position peaked at $2.69M in Q3 2021. 1,013 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Twin Capital Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Twin Capital Management sold 13,137 Block Inc shares in Q1 2025, an estimated $1.12M.
  • Twin Capital Management first reported a position in Block Inc in Q3 2021 and held it in 7 quarters.
  • Twin Capital Management's Block Inc position peaked at $2.69M in Q3 2021.
  • 1,013 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

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