Vima LLC’s Block Inc XYZ Stock Holding History

Vima LLC’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 Q2	–	Sell	-448	Closed	-$33.8K	–	404
2024 Q1	$33.8K	Buy	448 +8	+2%	+$579	0.04%	140
2023 Q4	$34K	Buy	+440	New	+$24.9K	0.08%	145

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vima LLC's XYZ Position: Q2 2024 in Review

Vima LLC sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 448 shares — an estimated $33.8K sold.

Vima LLC first reported a position in XYZ in Q4 2023 and held it in 2 quarters. The position peaked at $34K in Q4 2023. 999 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

Vima LLC reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
Vima LLC sold 448 Block Inc shares in Q2 2024, an estimated $33.8K.
Vima LLC first reported a position in Block Inc in Q4 2023 and held it in 2 quarters.
Vima LLC's Block Inc position peaked at $34K in Q4 2023.
999 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.