NMM
XYZ

Naples Money Management’s Block Inc XYZ Stock Holding History

Naples Money 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
Q3 		$5.37K Hold
80
– – ﹤0.01% 227
2024
Q2 		$5.11K Hold
80
– – ﹤0.01% 244
2024
Q1 		$6.77K Hold
80
– – 0.01% 232
2023
Q4 		$6.19K Buy
+80
New +$4.52K 0.01% 246

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Naples Money Management's XYZ Position: Q3 2024 in Review

Naples Money Management held its Block Inc (XYZ) position steady in Q3 2024 at 80 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Naples Money Management first reported a position in XYZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $6.77K in Q1 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Naples Money Management held 80 shares of Block Inc worth $5.37K as of Q3 2024.
  • Naples Money Management left its Block Inc share count unchanged in Q3 2024.
  • Block Inc made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #227 holding.
  • Naples Money Management first reported a position in Block Inc in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Block Inc position peaked at $6.77K in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.