AG
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Advisor Group’s Zillow Z Stock Holding History

Advisor Group’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$65K Sell
1,409
-374
-21% -$13.9K ﹤0.01% 3242
2019
Q3 		$52K Sell
1,783
-45,898
-96% -$1.83M ﹤0.01% 3378
2019
Q2 		$2.21M Buy
47,681
+45,692
+2,297% +$1.82M 0.02% 713
2019
Q1 		$69K Buy
1,989
+542
+37% +$19.3K ﹤0.01% 3156
2018
Q4 		$44K Buy
1,447
+335
+30% +$11.9K ﹤0.01% 3272
2018
Q3 		$50K Sell
1,112
-6,017
-84% -$314K ﹤0.01% 3294
2018
Q2 		$421K Sell
7,129
-3,768
-35% -$209K 0.01% 1442
2018
Q1 		$586K Buy
10,897
+7,189
+194% +$347K 0.01% 1207
2017
Q4 		$152K Buy
3,708
+3,158
+574% +$130K ﹤0.01% 2226
2017
Q3 		$22K Hold
550
– – ﹤0.01% 3520
2017
Q2 		$27K Sell
550
-1,000
-65% -$41.9K ﹤0.01% 3300
2017
Q1 		$53K Sell
1,550
-300
-16% -$10.7K ﹤0.01% 2660
2016
Q4 		$68K Sell
1,850
-538
-23% -$19K ﹤0.01% 2363
2016
Q3 		$82K Buy
2,388
+513
+27% +$18.4K ﹤0.01% 2140
2016
Q2 		$66K Buy
+1,875
New +$52K ﹤0.01% 2217

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

Advisor Group's Z Position: Q4 2019 in Review

Advisor Group reduced its Zillow (Z) stake by 21% in Q4 2019, selling an estimated $13.9K and leaving 1,409 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #3242.

Advisor Group first reported a position in Z in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.21M in Q2 2019. 275 funds tracked by Wall St. Rank hold Z as of Q4 2019.

  • Advisor Group held 1,409 shares of Zillow worth $65K as of Q4 2019.
  • Advisor Group sold 374 Zillow shares in Q4 2019, an estimated $13.9K.
  • Zillow made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3242 holding.
  • Advisor Group first reported a position in Zillow in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Zillow position peaked at $2.21M in Q2 2019.
  • 275 funds tracked by Wall St. Rank held Zillow as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.