VHAM
XYZ

Van Hulzen Asset Management’s Block Inc XYZ Stock Holding History

Van Hulzen 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
-65
Closed -$5.53K – 1166
2024
Q4 		$5.53K Buy
+65
New +$5.33K ﹤0.01% 837
2023
Q2 		– Sell
-6,490
Closed -$446K – 339
2023
Q1 		$446K Buy
6,490
+2,840
+78% +$213K 0.04% 191
2022
Q4 		$229K Sell
3,650
-160
-4% -$9.87K 0.03% 254
2022
Q3 		$210K Sell
3,810
-100
-3% -$7.08K 0.03% 251
2022
Q2 		$240K Buy
3,910
+712
+22% +$65.1K 0.03% 254
2022
Q1 		$434K Buy
3,198
+50
+2% +$6.05K 0.05% 184
2021
Q4 		$508K Buy
3,148
+140
+5% +$30.3K 0.06% 179
2021
Q3 		$721K Hold
3,008
– – 0.11% 111
2021
Q2 		$733K Sell
3,008
-10
-0.3% -$2.32K 0.11% 110
2021
Q1 		$685K Buy
3,018
+25
+0.8% +$5.85K 0.11% 112
2020
Q4 		$651K Sell
2,993
-107
-3% -$20.9K 0.1% 114
2020
Q3 		$504K Sell
3,100
-2,100
-40% -$297K 0.08% 127
2020
Q2 		$546K Sell
5,200
-1,880
-27% -$144K 0.08% 119
2020
Q1 		$371K Buy
7,080
+880
+14% +$60.2K 0.08% 148
2019
Q4 		$388K Sell
6,200
-16,436
-73% -$1.05M 0.08% 186
2019
Q3 		$1.4M Buy
22,636
+17,386
+331% +$1.18M 0.3% 70
2019
Q2 		$381K Buy
5,250
+200
+4% +$14K 0.08% 172
2019
Q1 		$378K Sell
5,050
-200
-4% -$14.5K 0.1% 142
2018
Q4 		$294K Buy
+5,250
New +$371K 0.09% 169

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

Van Hulzen Asset Management's XYZ Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 65 shares — an estimated $5.53K sold.

Van Hulzen Asset Management first reported a position in XYZ in Q4 2018 and held it in 19 quarters. The position peaked at $1.4M in Q3 2019. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 65 Block Inc shares in Q1 2025, an estimated $5.53K.
  • Van Hulzen Asset Management first reported a position in Block Inc in Q4 2018 and held it in 19 quarters.
  • Van Hulzen Asset Management's Block Inc position peaked at $1.4M in Q3 2019.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.