Algert Global’s Block Inc XYZ Stock Holding History

Algert Global’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
2024 Q3	–	Sell	-7,493	Closed	-$483K	–	1641
2024 Q2	$483K	Buy	+7,493	New	+$524K	0.02%	926
2023 Q1	–	Sell	-5,971	Closed	-$375K	–	1333
2022 Q4	$375K	Buy	+5,971	New	+$368K	0.02%	884

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Algert Global's XYZ Position: Q3 2024 in Review

Algert Global sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 7,493 shares — an estimated $483K sold.

Algert Global first reported a position in XYZ in Q4 2022 and held it in 2 quarters. The position peaked at $483K in Q2 2024. 988 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

Algert Global reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
Algert Global sold 7,493 Block Inc shares in Q3 2024, an estimated $483K.
Algert Global first reported a position in Block Inc in Q4 2022 and held it in 2 quarters.
Algert Global's Block Inc position peaked at $483K in Q2 2024.
988 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.