XYZ position history
The shares of Block (XYZ) that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 178,999 shares, $43M, 0.10% of portfolio
- 2021 Q4: 210,369 shares, $34M, 0.07% of portfolio, Add +17.5%
- 2022 Q1: 162,947 shares, $22M, 0.05% of portfolio, Reduce −22.5%
- 2022 Q2: 357,697 shares, $22M, 0.07% of portfolio, Add +119.5%
- 2022 Q3: 378,586 shares, $21M, 0.07% of portfolio, Add +5.8%
- 2022 Q4: 413,637 shares, $26M, 0.09% of portfolio, Add +9.3%
- 2023 Q1: 417,229 shares, $29M, 0.09% of portfolio, Add +0.9%
- 2023 Q2: 426,259 shares, $28M, 0.08% of portfolio, Add +2.2%
- 2023 Q3: 403,325 shares, $18M, 0.05% of portfolio, Reduce −5.4%
- 2023 Q4: 427,043 shares, $33M, 0.09% of portfolio, Add +5.9%
- 2024 Q1: 430,091 shares, $36M, 0.10% of portfolio, Add +0.7%
- 2024 Q2: 430,681 shares, $28M, 0.08% of portfolio, Add +0.1%
- 2024 Q3: 457,751 shares, $31M, 0.08% of portfolio, Add +6.3%
- 2024 Q4: 441,571 shares, $38M, 0.10% of portfolio, Reduce −3.5%
- 2025 Q1: 498,503 shares, $27M, 0.08% of portfolio, Add +12.9%
- 2025 Q2: 482,386 shares, $33M, 0.09% of portfolio, Reduce −3.2%
- 2025 Q3: 476,224 shares, $34M, 0.09% of portfolio, Reduce −1.3%
- 2025 Q4: 360,345 shares, $23M, 0.06% of portfolio, Reduce −24.3%
- 2026 Q1: 165,728 shares, $10M, 0.03% of portfolio, Reduce −54.0%
- 2026 Q2: 142,692 shares, $11M, 0.02% of portfolio, Reduce −13.9%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|