ECG
XYZ

EPIQ Capital Group’s Block Inc XYZ Stock Holding History

EPIQ Capital Group’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 		$230K Buy
+2,701
New +$222K 0.06% 70
2024
Q2 		– Sell
-2,701
Closed -$228K – 71
2024
Q1 		$228K Sell
2,701
-356
-12% -$25.7K 0.09% 54
2023
Q4 		$236K Buy
+3,057
New +$173K 0.11% 49
2023
Q3 		– Sell
-3,941
Closed -$262K – 58
2023
Q2 		$262K Buy
+3,941
New +$246K 0.13% 44
2022
Q2 		– Sell
-2,701
Closed -$366K – 53
2022
Q1 		$366K Hold
2,701
– – 0.1% 41
2021
Q4 		$436K Hold
2,701
– – 0.08% 42
2021
Q3 		$648K Buy
+2,701
New +$694K 0.07% 36

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EPIQ Capital Group's XYZ Position: Q4 2024 in Review

EPIQ Capital Group opened a new position in Block Inc (XYZ) in Q4 2024: 2,701 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #70 among its holdings. This is a return to the name: EPIQ Capital Group previously reported a position in XYZ as recently as Q1 2024.

EPIQ Capital Group first reported a position in XYZ in Q3 2021 and has held it in 7 quarters since. The position peaked at $648K in Q3 2021. 1,139 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • EPIQ Capital Group held 2,701 shares of Block Inc worth $230K as of Q4 2024.
  • Block Inc was a new EPIQ Capital Group position in Q4 2024.
  • Block Inc made up 0.06% of EPIQ Capital Group's portfolio in Q4 2024, its #70 holding.
  • EPIQ Capital Group first reported a position in Block Inc in Q3 2021 and has held it in 7 quarters since.
  • EPIQ Capital Group's Block Inc position peaked at $648K in Q3 2021.
  • 1,139 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.