KIC
XYZ

Kensington Investment Counsel’s Block Inc XYZ Stock Holding History

Kensington Investment Counsel’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
-3,972
Closed -$267K – 112
2024
Q3 		$267K Buy
3,972
+541
+16% +$34.9K 0.11% 97
2024
Q2 		$221K Buy
+3,431
New +$240K 0.1% 99

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Kensington Investment Counsel's XYZ Position: Q4 2024 in Review

Kensington Investment Counsel sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 3,972 shares — an estimated $267K sold.

Kensington Investment Counsel first reported a position in XYZ in Q2 2024 and held it in 2 quarters. The position peaked at $267K in Q3 2024. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Kensington Investment Counsel reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Kensington Investment Counsel sold 3,972 Block Inc shares in Q4 2024, an estimated $267K.
  • Kensington Investment Counsel first reported a position in Block Inc in Q2 2024 and held it in 2 quarters.
  • Kensington Investment Counsel's Block Inc position peaked at $267K in Q3 2024.
  • 1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Kensington Investment Counsel's 13F filing for Q4 2024, filed 10 Feb 2025.