BC
XYZ

Burney Company’s Block Inc XYZ Stock Holding History

Burney Company’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
Q4 		– Sell
-15,996
Closed -$1.07M – 624
2024
Q3 		$1.07M Buy
15,996
+840
+6% +$54.3K 0.04% 310
2024
Q2 		$977K Sell
15,156
-403
-3% -$28.2K 0.04% 320
2024
Q1 		$1.32M Sell
15,559
-94
-0.6% -$6.8K 0.05% 294
2023
Q4 		$1.21M Buy
+15,653
New +$885K 0.05% 303

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burney Company's XYZ Position: Q4 2024 in Review

Burney Company sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 15,996 shares — an estimated $1.07M sold.

Burney Company first reported a position in XYZ in Q4 2023 and held it in 4 quarters. The position peaked at $1.32M in Q1 2024. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Burney Company reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Burney Company sold 15,996 Block Inc shares in Q4 2024, an estimated $1.07M.
  • Burney Company first reported a position in Block Inc in Q4 2023 and held it in 4 quarters.
  • Burney Company's Block Inc position peaked at $1.32M in Q1 2024.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Burney Company's 13F filing for Q4 2024, filed 14 Jan 2025.