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	–	1643
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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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. 986 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.
986 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.