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 0.14% 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

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BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $431B AUM 30.22% 1-Year Est. Return