Nine Masts Capital’s Block Inc XYZ Stock Holding History

Nine Masts Capital’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
2020 Q1	–	Sell	-140,000	Closed	-$339K	–	139
2019 Q4	$339K	Buy	+140,000	New	+$8.95M	0.1%	49

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nine Masts Capital's XYZ Position: Q3 2024 in Review

Nine Masts Capital sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 47,126 shares — an estimated $3.04M sold.

Nine Masts Capital first reported a position in XYZ in Q2 2018 and held it in 10 quarters. The position peaked at $7.09M in Q4 2018. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

Nine Masts Capital reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
Nine Masts Capital sold 47,126 Block Inc shares in Q3 2024, an estimated $3.04M.
Nine Masts Capital first reported a position in Block Inc in Q2 2018 and held it in 10 quarters.
Nine Masts Capital's Block Inc position peaked at $7.09M in Q4 2018.
987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on Nine Masts Capital's 13F filing for Q3 2024, filed 12 Nov 2024.