PP
XYZ

Paloma Partners’s Block Inc XYZ Stock Holding History

Paloma Partners’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
-27,900
Closed -$1.87M – 1136
2024
Q3 		$1.87M Sell
27,900
-13,300
-32% -$859K 0.05% 295
2024
Q2 		$2.66M Buy
41,200
+38,343
+1,342% +$2.68M 0.07% 284
2024
Q1 		$242K Sell
2,857
-16,143
-85% -$1.17M 0.01% 566
2023
Q4 		$1.47M Sell
19,000
-3,200
-14% -$181K 0.05% 334
2023
Q3 		$983K Sell
22,200
-11,600
-34% -$718K 0.03% 367
2023
Q2 		$2.25M Buy
33,800
+30,300
+866% +$1.89M 0.08% 231
2023
Q1 		$240K Sell
3,500
-30,700
-90% -$2.3M 0.01% 597
2022
Q4 		$2.15M Sell
34,200
-23,700
-41% -$1.46M 0.1% 205
2022
Q3 		$3.18M Buy
57,900
+38,500
+198% +$2.73M 0.14% 119
2022
Q2 		$1.19M Buy
+19,400
New +$1.77M 0.04% 384
2022
Q1 		– Sell
-50,800
Closed -$8.21M – 2320
2021
Q4 		$8.21M Buy
+50,800
New +$11M 0.12% 126
2021
Q3 		– Sell
-42,200
Closed -$10.3M – 2003
2021
Q2 		$10.3M Buy
42,200
+26,900
+176% +$6.24M 0.19% 94
2021
Q1 		$3.47M Buy
15,300
+2,200
+17% +$515K 0.07% 231
2020
Q4 		$2.85M Sell
13,100
-700
-5% -$137K 0.07% 285
2020
Q3 		$2.24M Sell
13,800
-14,300
-51% -$2.02M 0.06% 358
2020
Q2 		$2.95M Buy
28,100
+22,100
+368% +$1.69M 0.05% 477
2020
Q1 		$314K Sell
6,000
-42,000
-88% -$2.87M 0.02% 667
2019
Q4 		$3M Sell
48,000
-67,800
-59% -$4.33M 0.05% 421
2019
Q3 		$7.17M Buy
115,800
+75,700
+189% +$5.14M 0.15% 112
2019
Q2 		$2.91M Buy
+40,100
New +$2.8M 0.05% 296
2019
Q1 		– Sell
-21,000
Closed -$1.18M – 2000
2018
Q4 		$1.18M Sell
21,000
-17,700
-46% -$1.25M 0.04% 406
2018
Q3 		$3.83M Buy
+38,700
New +$2.98M 0.07% 239
2017
Q3 		– Sell
-11,900
Closed -$279K – 2502
2017
Q2 		$279K Buy
+11,900
New +$246K ﹤0.01% 1832

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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Paloma Partners's XYZ Position: Q4 2024 in Review

Paloma Partners sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 6,989 shares — an estimated $469K sold.

Paloma Partners first reported a position in XYZ in Q3 2017 and held it in 25 quarters. The position peaked at $30.9M in Q3 2020. 1,139 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Paloma Partners reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 6,989 Block Inc shares in Q4 2024, an estimated $469K.
  • Paloma Partners first reported a position in Block Inc in Q3 2017 and held it in 25 quarters.
  • Paloma Partners's Block Inc position peaked at $30.9M in Q3 2020.
  • 1,139 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.