JSSH
XYZ

J. Safra Sarasin Holding’s Block Inc XYZ Stock Holding History

J. Safra Sarasin Holding’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
-39,501
Closed -$2.65M – 516
2024
Q3 		$2.65M Sell
39,501
-1,237
-3% -$79.9K 0.05% 187
2024
Q2 		$2.63M Buy
+40,738
New +$2.85M 0.05% 194

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

J. Safra Sarasin Holding's XYZ Position: Q4 2024 in Review

J. Safra Sarasin Holding sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 39,501 shares — an estimated $2.65M sold.

J. Safra Sarasin Holding first reported a position in XYZ in Q2 2024 and held it in 2 quarters. The position peaked at $2.65M in Q3 2024. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • J. Safra Sarasin Holding reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 39,501 Block Inc shares in Q4 2024, an estimated $2.65M.
  • J. Safra Sarasin Holding first reported a position in Block Inc in Q2 2024 and held it in 2 quarters.
  • J. Safra Sarasin Holding's Block Inc position peaked at $2.65M in Q3 2024.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on J. Safra Sarasin Holding's 13F filing for Q4 2024, filed 14 Feb 2025.