Carmichael Hill & Associates’s Block Inc XYZ Stock Holding History

Carmichael Hill & Associates’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	$1.34K	Sell	20 -6	-23%	-$388	﹤0.01%	723
2024 Q2	$1.68K	Hold	26	–	–	﹤0.01%	704
2024 Q1	$2.2K	Hold	26	–	–	﹤0.01%	683
2023 Q4	$2.01K	Hold	26	–	–	﹤0.01%	708
2023 Q3	$1.15K	Hold	26	–	–	﹤0.01%	726
2023 Q2	$1.73K	Hold	26	–	–	﹤0.01%	708
2023 Q1	$1.78K	Hold	26	–	–	﹤0.01%	701
2022 Q4	$1.63K	Hold	26	–	–	﹤0.01%	701
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	802
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	737
2022 Q1	$4K	Buy	26 +20	+333%	+$2.42K	﹤0.01%	717
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	796
2021 Q3	$1K	Buy	6 +1	+20%	+$257	﹤0.01%	786
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	765
2021 Q1	$1K	Buy	+5	New	+$1.17K	﹤0.01%	751

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

Carmichael Hill & Associates's XYZ Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Block Inc (XYZ) stake by 23% in Q3 2024, selling an estimated $388 and leaving 20 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Carmichael Hill & Associates first reported a position in XYZ in Q1 2021 and has held it in 15 quarters since. The position peaked at $4K in Q1 2022. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

Carmichael Hill & Associates held 20 shares of Block Inc worth $1.34K as of Q3 2024.
Carmichael Hill & Associates sold 6 Block Inc shares in Q3 2024, an estimated $388.
Block Inc made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #723 holding.
Carmichael Hill & Associates first reported a position in Block Inc in Q1 2021 and has held it in 15 quarters since.
Carmichael Hill & Associates's Block Inc position peaked at $4K in Q1 2022.
986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.