DTL
XYZ

Dynamic Technology Lab’s Block Inc XYZ Stock Holding History

Dynamic Technology Lab’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
-11,330
Closed -$731K – 1424
2024
Q2 		$731K Buy
+11,330
New +$793K 0.08% 397
2023
Q4 		– Sell
-21,989
Closed -$973K – 1458
2023
Q3 		$973K Buy
21,989
+9,941
+83% +$616K 0.1% 272
2023
Q2 		$802K Sell
12,048
-17,912
-60% -$1.12M 0.1% 336
2023
Q1 		$2.06M Buy
+29,960
New +$2.24M 0.19% 147
2022
Q1 		– Sell
-5,916
Closed -$955K – 1596
2021
Q4 		$955K Buy
5,916
+3,968
+204% +$860K 0.11% 322
2021
Q3 		$467K Sell
1,948
-3,998
-67% -$1.03M 0.06% 559
2021
Q2 		$1.45M Buy
5,946
+2,168
+57% +$503K 0.15% 195
2021
Q1 		$858K Sell
3,778
-1,585
-30% -$371K 0.1% 311
2020
Q4 		$1.17M Sell
5,363
-393
-7% -$76.7K 0.19% 132
2020
Q3 		$936K Buy
+5,756
New +$813K 0.15% 222
2020
Q1 		– Sell
-56,420
Closed -$3.53M – 1425
2019
Q4 		$3.53M Buy
+56,420
New +$3.61M 0.57% 7
2019
Q3 		– Sell
-10,943
Closed -$794K – 1343
2019
Q2 		$794K Sell
10,943
-20,371
-65% -$1.42M 0.13% 241
2019
Q1 		$2.35M Buy
31,314
+6,083
+24% +$441K 0.38% 20
2018
Q4 		$1.42M Buy
+25,231
New +$1.78M 0.24% 74
2017
Q1 		– Sell
-51,298
Closed -$700K – 1314
2016
Q4 		$700K Buy
+51,298
New +$639K 0.19% 129

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

Dynamic Technology Lab's XYZ Position: Q3 2024 in Review

Dynamic Technology Lab sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 11,330 shares — an estimated $731K sold.

Dynamic Technology Lab first reported a position in XYZ in Q4 2016 and held it in 15 quarters. The position peaked at $3.53M in Q4 2019. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Dynamic Technology Lab reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Dynamic Technology Lab sold 11,330 Block Inc shares in Q3 2024, an estimated $731K.
  • Dynamic Technology Lab first reported a position in Block Inc in Q4 2016 and held it in 15 quarters.
  • Dynamic Technology Lab's Block Inc position peaked at $3.53M in Q4 2019.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Dynamic Technology Lab's 13F filing for Q3 2024, filed 13 Nov 2024.