GDP
XYZ

Great Diamond Partners’s Block Inc XYZ Stock Holding History

Great Diamond Partners’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
-3,805
Closed -$245K – 225
2024
Q2 		$245K Sell
3,805
-43
-1% -$3.01K 0.06% 187
2024
Q1 		$325K Sell
3,848
-8
-0.2% -$579 0.07% 166
2023
Q4 		$298K Buy
+3,856
New +$218K 0.07% 178
2023
Q3 		– Sell
-3,987
Closed -$265K – 236
2023
Q2 		$265K Buy
3,987
+531
+15% +$33.2K 0.07% 187
2023
Q1 		$237K Buy
3,456
+146
+4% +$10.9K 0.07% 197
2022
Q4 		$208K Buy
+3,310
New +$204K 0.06% 207
2022
Q2 		– Sell
-2,312
Closed -$313K – 231
2022
Q1 		$313K Buy
+2,312
New +$280K 0.09% 169

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

Great Diamond Partners's XYZ Position: Q3 2024 in Review

Great Diamond Partners sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 3,805 shares — an estimated $245K sold.

Great Diamond Partners first reported a position in XYZ in Q1 2022 and held it in 7 quarters. The position peaked at $325K in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Great Diamond Partners reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • Great Diamond Partners sold 3,805 Block Inc shares in Q3 2024, an estimated $245K.
  • Great Diamond Partners first reported a position in Block Inc in Q1 2022 and held it in 7 quarters.
  • Great Diamond Partners's Block Inc position peaked at $325K in Q1 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Great Diamond Partners's 13F filing for Q3 2024, filed 25 Oct 2024.