Fund 1 Investments’s Block Inc XYZ Stock Holding History

Fund 1 Investments’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	–	Sell	-15,000	Closed	-$1.01M	–	101
2024 Q3	$1.01M	Buy	+15,000	New	+$969K	0.09%	54

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fund 1 Investments's XYZ Position: Q4 2024 in Review

Fund 1 Investments sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 15,000 shares — an estimated $1.01M sold.

Fund 1 Investments first reported a position in XYZ in Q3 2024 and held it in 1 quarter. The position peaked at $1.01M in Q3 2024. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

Fund 1 Investments reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
Fund 1 Investments sold 15,000 Block Inc shares in Q4 2024, an estimated $1.01M.
Fund 1 Investments first reported a position in Block Inc in Q3 2024 and held it in 1 quarter.
Fund 1 Investments's Block Inc position peaked at $1.01M in Q3 2024.
1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Fund 1 Investments's 13F filing for Q4 2024, filed 14 Feb 2025.