KLCM
XYZ

KG&L Capital Management’s Block Inc XYZ Stock Holding History

KG&L Capital Management’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
-5,091
Closed -$342K – 203
2024
Q3 		$342K Buy
+5,091
New +$329K 0.11% 150
2024
Q1 		– Sell
-3,225
Closed -$249K – 185
2023
Q4 		$249K Buy
+3,225
New +$182K 0.1% 150
2023
Q3 		– Sell
-3,744
Closed -$249K – 166
2023
Q2 		$249K Buy
3,744
+333
+10% +$20.8K 0.12% 129
2023
Q1 		$234K Buy
+3,411
New +$255K 0.12% 116
2022
Q4 		– Sell
-5,293
Closed -$291K – 142
2022
Q3 		$291K Sell
5,293
-975
-16% -$69K 0.16% 100
2022
Q2 		$385K Sell
6,268
-1,632
-21% -$149K 0.21% 88
2022
Q1 		$1.07M Buy
7,900
+1,126
+17% +$136K 0.45% 59
2021
Q4 		$1.09M Buy
6,774
+1,857
+38% +$402K 0.44% 62
2021
Q3 		$1.18M Buy
4,917
+1,141
+30% +$293K 0.52% 54
2021
Q2 		$921K Buy
3,776
+2,475
+190% +$574K 0.42% 63
2021
Q1 		$295K Buy
1,301
+247
+23% +$57.8K 0.15% 106
2020
Q4 		$229K Buy
+1,054
New +$206K 0.12% 126
2020
Q3 		– Sell
-9,142
Closed -$959K – 138
2020
Q2 		$959K Sell
9,142
-782
-8% -$59.9K 0.74% 43
2020
Q1 		$519K Buy
9,924
+5,402
+119% +$369K 0.52% 52
2019
Q4 		$282K Buy
4,522
+656
+17% +$41.9K 0.24% 83
2019
Q3 		$239K Sell
3,866
-1,837
-32% -$125K 0.22% 84
2019
Q2 		$413K Buy
5,703
+2,262
+66% +$158K 0.39% 62
2019
Q1 		$258K Buy
+3,441
New +$249K 0.26% 74

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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KG&L Capital Management's XYZ Position: Q4 2024 in Review

KG&L Capital Management sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 5,091 shares — an estimated $342K sold.

KG&L Capital Management first reported a position in XYZ in Q1 2019 and held it in 18 quarters. The position peaked at $1.18M in Q3 2021. 1,139 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • KG&L Capital Management reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • KG&L Capital Management sold 5,091 Block Inc shares in Q4 2024, an estimated $342K.
  • KG&L Capital Management first reported a position in Block Inc in Q1 2019 and held it in 18 quarters.
  • KG&L Capital Management's Block Inc position peaked at $1.18M in Q3 2021.
  • 1,139 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on KG&L Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.