CIM
XYZ

Contrarius Investment Management’s Block Inc XYZ Stock Holding History

Contrarius Investment 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
2024
Q3 		$59.2M Buy
882,071
+4,621
+0.5% +$299K 3.37% 13
2024
Q2 		$56.6M Sell
877,450
-926
-0.1% -$64.8K 3.54% 11
2024
Q1 		$74.3M Buy
878,376
+779,964
+793% +$56.4M 4.29% 9
2023
Q4 		$7.61M Buy
+98,412
New +$5.56M 0.41% 35

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Contrarius Investment Management's XYZ Position: Q3 2024 in Review

Contrarius Investment Management increased its Block Inc (XYZ) stake by 0.53% in Q3 2024, buying an estimated $299K and bringing the position to 882,071 shares worth $59.2M. The position accounts for 3.37% of the portfolio, ranked #13.

Contrarius Investment Management first reported a position in XYZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $74.3M in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Contrarius Investment Management held 882,071 shares of Block Inc worth $59.2M as of Q3 2024.
  • Contrarius Investment Management bought 4,621 Block Inc shares in Q3 2024, an estimated $299K.
  • Block Inc made up 3.37% of Contrarius Investment Management's portfolio in Q3 2024, its #13 holding.
  • Contrarius Investment Management first reported a position in Block Inc in Q4 2023 and has held it in 4 quarters since.
  • Contrarius Investment Management's Block Inc position peaked at $74.3M in Q1 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Contrarius Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.