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
2025 Q3	–	Sell	-505,000	Closed	-$34.3M	–	650
2025 Q2	$34.3M	Buy	505,000 +492,000	+3,785%	+$28.6M	0.82%	23
2025 Q1	$706K	Buy	+13,000	New	+$970K	0.02%	381
2024 Q4	–	Sell	-41,300	Closed	-$2.77M	–	667
2024 Q3	$2.77M	Buy	41,300 +16,300	+65%	+$1.05M	0.08%	207
2024 Q2	$1.61M	Buy	+25,000	New	+$1.75M	0.05%	265
2024 Q1	–	Sell	-19,200	Closed	-$1.49M	–	545
2023 Q4	$1.49M	Buy	+19,200	New	+$1.09M	0.06%	207
2023 Q3	–	Sell	-9,700	Closed	-$646K	–	513
2023 Q2	$646K	Sell	9,700 -18,000	-65%	-$1.12M	0.02%	277
2023 Q1	$1.9M	Buy	+27,700	New	+$2.07M	0.08%	210
2019 Q1	–	Sell	-100,000	Closed	-$5.61M	–	345
2018 Q4	$5.61M	Buy	100,000 +79,000	+376%	+$5.58M	0.43%	66
2018 Q3	$2.08M	Buy	+21,000	New	+$1.62M	0.15%	152
2016 Q3	–	Sell	-335,000	Closed	-$3.03M	–	427
2016 Q2	$3.03M	Buy	335,000 +177,500	+113%	+$2.01M	0.16%	145
2016 Q1	$2.41M	Buy	+157,500	New	+$1.71M	0.15%	167

Other funds holding XYZ

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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