Westfield Capital Management
XYZ

Westfield Capital Management’s Block Inc XYZ Stock Holding History

Westfield 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
-1,416,339
Closed -$120M – 284
2024
Q4 		$120M Buy
+1,416,339
New +$116M 0.52% 56
2024
Q3 		– Sell
-5,390
Closed -$348K – 287
2024
Q2 		$348K Buy
5,390
+1,110
+26% +$77.7K ﹤0.01% 241
2024
Q1 		$362K Buy
+4,280
New +$310K ﹤0.01% 242
2020
Q4 		– Sell
-298,983
Closed -$48.6M – 268
2020
Q3 		$48.6M Sell
298,983
-138,231
-32% -$19.5M 0.31% 103
2020
Q2 		$45.9M Sell
437,214
-2,958
-0.7% -$226K 0.32% 106
2020
Q1 		$23.1M Buy
+440,172
New +$30.1M 0.2% 128
2019
Q3 		– Sell
-441,850
Closed -$32M – 258
2019
Q2 		$32M Sell
441,850
-9,170
-2% -$641K 0.24% 134
2019
Q1 		$33.8M Sell
451,020
-4,369
-1% -$317K 0.26% 128
2018
Q4 		$25.5M Buy
+455,389
New +$32.2M 0.22% 135
2017
Q4 		– Sell
-9,600
Closed -$277K – 269
2017
Q3 		$277K Buy
+9,600
New +$251K ﹤0.01% 245

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

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

Westfield Capital Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 1,416,339 shares — an estimated $120M sold.

Westfield Capital Management first reported a position in XYZ in Q3 2017 and held it in 10 quarters. The position peaked at $120M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Westfield Capital Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Westfield Capital Management sold 1,416,339 Block Inc shares in Q1 2025, an estimated $120M.
  • Westfield Capital Management first reported a position in Block Inc in Q3 2017 and held it in 10 quarters.
  • Westfield Capital Management's Block Inc position peaked at $120M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Westfield Capital Management's 13F filing for Q1 2025, filed 9 May 2025.