LJCM
XYZ

Lee Johnson Capital Management’s Block Inc XYZ Stock Holding History

Lee Johnson 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
2025
Q1 		– Sell
-44,209
Closed -$3.76M – 43
2024
Q4 		$3.76M Buy
+44,209
New +$3.63M 1.98% 19

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

Lee Johnson Capital Management's XYZ Position: Q1 2025 in Review

Lee Johnson Capital Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 44,209 shares — an estimated $3.76M sold.

Lee Johnson Capital Management first reported a position in XYZ in Q4 2024 and held it in 1 quarter. The position peaked at $3.76M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Lee Johnson Capital Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Lee Johnson Capital Management sold 44,209 Block Inc shares in Q1 2025, an estimated $3.76M.
  • Lee Johnson Capital Management first reported a position in Block Inc in Q4 2024 and held it in 1 quarter.
  • Lee Johnson Capital Management's Block Inc position peaked at $3.76M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Lee Johnson Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.