Kimelman & Baird’s Block Inc XYZ Stock Holding History

Kimelman & Baird’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	-11	Closed	-$739	–	371
2024 Q3	$739	Hold	11	–	–	﹤0.01%	327
2024 Q2	$710	Buy	+11	New	+$770	﹤0.01%	335

Other funds holding XYZ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kimelman & Baird's XYZ Position: Q4 2024 in Review

Kimelman & Baird sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 11 shares — an estimated $739 sold.

Kimelman & Baird first reported a position in XYZ in Q2 2024 and held it in 2 quarters. The position peaked at $739 in Q3 2024. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

Kimelman & Baird reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
Kimelman & Baird sold 11 Block Inc shares in Q4 2024, an estimated $739.
Kimelman & Baird first reported a position in Block Inc in Q2 2024 and held it in 2 quarters.
Kimelman & Baird's Block Inc position peaked at $739 in Q3 2024.
1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Kimelman & Baird's 13F filing for Q4 2024, filed 10 Feb 2025.