UCMOK
XYZ

United Capital Management of KS’s Block Inc XYZ Stock Holding History

United Capital Management of KS’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
2023
Q1 		– Sell
-4,535
Closed -$285K – 91
2022
Q4 		$285K Sell
4,535
-603
-12% -$37.2K 0.12% 74
2022
Q3 		$283K Sell
5,138
-10,803
-68% -$765K 0.13% 75
2022
Q2 		$980K Sell
15,941
-5,496
-26% -$502K 0.46% 57
2022
Q1 		$2.91M Buy
21,437
+2,415
+13% +$292K 1.13% 42
2021
Q4 		$3.07M Buy
19,022
+1,818
+11% +$394K 1.15% 42
2021
Q3 		$4.13M Buy
17,204
+747
+5% +$192K 1.69% 21
2021
Q2 		$4.01M Buy
16,457
+458
+3% +$106K 1.64% 21
2021
Q1 		$3.63M Buy
15,999
+702
+5% +$164K 1.67% 22
2020
Q4 		$3.33M Buy
15,297
+11,870
+346% +$2.32M 1.52% 26
2020
Q3 		$557K Buy
3,427
+377
+12% +$53.2K 0.29% 67
2020
Q2 		$320K Buy
+3,050
New +$234K 0.19% 75

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $12.9B AUM 64.92% 1-Year Est. Return

United Capital Management of KS's XYZ Position: Q1 2023 in Review

United Capital Management of KS sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 4,535 shares — an estimated $285K sold.

United Capital Management of KS first reported a position in XYZ in Q2 2020 and held it in 11 quarters. The position peaked at $4.13M in Q3 2021. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • United Capital Management of KS reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • United Capital Management of KS sold 4,535 Block Inc shares in Q1 2023, an estimated $285K.
  • United Capital Management of KS first reported a position in Block Inc in Q2 2020 and held it in 11 quarters.
  • United Capital Management of KS's Block Inc position peaked at $4.13M in Q3 2021.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on United Capital Management of KS's 13F filing for Q1 2023, filed 27 Apr 2023.