SA
XYZ

SpiderRock Advisors’s Block Inc XYZ Stock Holding History

SpiderRock Advisors’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
2023
Q4 		– Hold
0
– -$162 – 192
2023
Q3 		– Hold
0
– – – 153
2023
Q2 		– Hold
0
– – – 139
2023
Q1 		– Hold
0
– – – 131
2022
Q4 		– Hold
0
– – – 124
2022
Q3 		– Hold
0
– – – 126
2022
Q2 		– Hold
0
– – – 131
2022
Q1 		– Hold
0
– – – 73
2021
Q4 		– Hold
0
– – – 76
2021
Q3 		– Hold
0
– – – 65
2021
Q2 		– Hold
0
– – – 64
2021
Q1 		– Hold
0
– – – 63

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
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 $2.9T AUM 29.55% 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 $97.9B AUM 20.73% 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 $154B AUM 29.96% 1-Year Est. Return

SpiderRock Advisors's XYZ Position: Q3 2024 in Review

SpiderRock Advisors reduced its Block Inc (XYZ) stake by 76% in Q3 2024, selling an estimated $2.34M and leaving 11,592 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #522.

SpiderRock Advisors first reported a position in XYZ in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.87M in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • SpiderRock Advisors held 11,592 shares of Block Inc worth $778K as of Q3 2024.
  • SpiderRock Advisors sold 36,197 Block Inc shares in Q3 2024, an estimated $2.34M.
  • Block Inc made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #522 holding.
  • SpiderRock Advisors first reported a position in Block Inc in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Block Inc position peaked at $3.87M in Q1 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.