RGI
XYZ

River Global Investors’s Block Inc XYZ Stock Holding History

River Global Investors’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 		$1.26M Sell
14,835
-12,222
-45% -$1M 0.25% 71
2024
Q3 		$1.82M Buy
27,057
+1,030
+4% +$66.5K 0.39% 75
2024
Q2 		$1.68M Buy
26,027
+4,064
+19% +$284K 0.46% 68
2024
Q1 		$1.86M Buy
21,963
+3,409
+18% +$247K 0.47% 67
2023
Q4 		$1.44M Buy
18,554
+4,803
+35% +$272K 0.27% 113
2023
Q3 		$609K Buy
+13,751
New +$852K 0.14% 173

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
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 $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

River Global Investors's XYZ Position: Q4 2024 in Review

River Global Investors reduced its Block Inc (XYZ) stake by 45% in Q4 2024, selling an estimated $1M and leaving 14,835 shares worth $1.26M. The position accounts for 0.25% of the portfolio, ranked #71.

River Global Investors first reported a position in XYZ in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.86M in Q1 2024. 1,138 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • River Global Investors held 14,835 shares of Block Inc worth $1.26M as of Q4 2024.
  • River Global Investors sold 12,222 Block Inc shares in Q4 2024, an estimated $1M.
  • Block Inc made up 0.25% of River Global Investors's portfolio in Q4 2024, its #71 holding.
  • River Global Investors first reported a position in Block Inc in Q3 2023 and has held it in 6 quarters since.
  • River Global Investors's Block Inc position peaked at $1.86M in Q1 2024.
  • 1,138 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.