ZDA
XYZ

Zweig-DiMenna Associates’s Block Inc XYZ Stock Holding History

Zweig-DiMenna Associates’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
-21,350
Closed -$1.43M – 106
2024
Q3 		$1.43M Hold
21,350
– – 0.14% 78
2024
Q2 		$1.38M Sell
21,350
-8,930
-29% -$625K 0.16% 66
2024
Q1 		$2.56M Hold
30,280
– – 0.22% 89
2023
Q4 		$2.34M Hold
30,280
– – 0.26% 77
2023
Q3 		$1.34M Hold
30,280
– – 0.16% 96
2023
Q2 		$2.02M Sell
30,280
-4,586
-13% -$287K 0.25% 83
2023
Q1 		$2.39M Hold
34,866
– – 0.32% 77
2022
Q4 		$2.19M Buy
34,866
+22,966
+193% +$1.42M 0.32% 79
2022
Q3 		$654K Sell
11,900
-31,540
-73% -$2.23M 0.14% 74
2022
Q2 		$2.67M Buy
43,440
+15,250
+54% +$1.39M 0.51% 64
2022
Q1 		$3.82M Buy
+28,190
New +$3.41M 0.51% 62

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Zweig-DiMenna Associates's XYZ Position: Q4 2024 in Review

Zweig-DiMenna Associates sold out of Block Inc (XYZ) in Q4 2024, closing a stake of 21,350 shares — an estimated $1.43M sold.

Zweig-DiMenna Associates first reported a position in XYZ in Q1 2022 and held it in 11 quarters. The position peaked at $3.82M in Q1 2022. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Zweig-DiMenna Associates reported no remaining Block Inc position as of Q4 2024 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 21,350 Block Inc shares in Q4 2024, an estimated $1.43M.
  • Zweig-DiMenna Associates first reported a position in Block Inc in Q1 2022 and held it in 11 quarters.
  • Zweig-DiMenna Associates's Block Inc position peaked at $3.82M in Q1 2022.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Zweig-DiMenna Associates's 13F filing for Q4 2024, filed 21 Jan 2025.