JGC
XYZ

J. Goldman & Co’s Block Inc XYZ Stock Holding History

J. Goldman & Co’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
2026
Q1 		– Sell
-51,149
Closed -$3.33M – 928
2025
Q4 		$3.33M Buy
+51,149
New +$3.53M 0.09% 253
2024
Q4 		– Sell
-20,249
Closed -$1.36M – 666
2024
Q3 		$1.36M Buy
+20,249
New +$1.31M 0.04% 262
2022
Q2 		– Sell
-1,860
Closed -$252K – 499
2022
Q1 		$252K Buy
+1,860
New +$225K 0.01% 313
2021
Q2 		– Sell
-1,098
Closed -$249K – 540
2021
Q1 		$249K Buy
+1,098
New +$257K 0.01% 388
2020
Q3 		– Sell
-3,489
Closed -$366K – 402
2020
Q2 		$366K Buy
+3,489
New +$267K 0.02% 230
2020
Q1 		– Sell
-162,924
Closed -$10.2M – 360
2019
Q4 		$10.2M Buy
162,924
+133,875
+461% +$8.55M 0.73% 39
2019
Q3 		$1.8M Buy
+29,049
New +$1.97M 0.14% 164
2018
Q3 		– Sell
-7,120
Closed -$549K – 416
2018
Q2 		$439K Buy
+7,120
New +$392K 0.02% 291
2016
Q4 		– Sell
-166,200
Closed -$1.94M – 408
2016
Q3 		$1.94M Buy
+166,200
New +$1.82M 0.11% 185

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return