John Armitage’s Block Inc XYZ Stock Holding History

John Armitage’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 Q2	–	Sell	-1,900,407	Closed	-$161M	–	28
2024 Q1	$161M	Buy	+1,900,407	New	+$137M	1.55%	20
2021 Q4	–	Sell	-461,768	Closed	-$111M	–	38
2021 Q3	$111M	Buy	+461,768	New	+$119M	0.53%	31

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Armitage's XYZ Position: Q2 2024 in Review

John Armitage sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 1,900,407 shares — an estimated $161M sold.

John Armitage first reported a position in XYZ in Q3 2021 and held it in 2 quarters. The position peaked at $161M in Q1 2024. 1,000 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

John Armitage reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
John Armitage sold 1,900,407 Block Inc shares in Q2 2024, an estimated $161M.
John Armitage first reported a position in Block Inc in Q3 2021 and held it in 2 quarters.
John Armitage's Block Inc position peaked at $161M in Q1 2024.
1,000 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Egerton Capital (UK)'s 13F filing for Q2 2024, filed 13 Aug 2024.