LJAC
XYZ

L.J. Altfest & Co’s Block Inc XYZ Stock Holding History

L.J. Altfest & Co’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
2025
Q1 		– Sell
-8,991
Closed -$764K – 374
2024
Q4 		$764K Sell
8,991
-2,201
-20% -$181K 0.1% 146
2024
Q3 		$751K Buy
+11,192
New +$723K 0.1% 158
2022
Q2 		– Sell
-1,893
Closed -$257K – 289
2022
Q1 		$257K Buy
+1,893
New +$229K 0.05% 222

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

L.J. Altfest & Co's XYZ Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 8,991 shares — an estimated $764K sold.

L.J. Altfest & Co first reported a position in XYZ in Q1 2022 and held it in 3 quarters. The position peaked at $764K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • L.J. Altfest & Co reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 8,991 Block Inc shares in Q1 2025, an estimated $764K.
  • L.J. Altfest & Co first reported a position in Block Inc in Q1 2022 and held it in 3 quarters.
  • L.J. Altfest & Co's Block Inc position peaked at $764K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.