Aperio Group’s Zillow Z Stock Holding History

Aperio 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
2020 Q4	$1.29M	Buy	9,904 +863	+10%	+$95.5K	﹤0.01%	1451
2020 Q3	$918K	Hold	9,041	–	–	﹤0.01%	1480
2020 Q2	$521K	Hold	9,041	–	–	﹤0.01%	1753
2020 Q1	$326K	Buy	9,041 +234	+3%	+$10.8K	﹤0.01%	1858
2019 Q4	$405K	Buy	+8,807	New	+$328K	﹤0.01%	1922
2019 Q3	–	Sell	-6,096	Closed	-$283K	–	2778
2019 Q2	$283K	Sell	6,096 -26,772	-81%	-$1.07M	﹤0.01%	2047
2019 Q1	$1.14M	Buy	32,868 +828	+3%	+$29.5K	﹤0.01%	1305
2018 Q4	$1.01M	Buy	32,040 +27,462	+600%	+$975K	0.01%	1305
2018 Q3	$203K	Hold	4,578	–	–	﹤0.01%	2186
2018 Q2	$270K	Buy	4,578 +21	+0.5%	+$1.16K	﹤0.01%	2043
2018 Q1	$245K	Buy	+4,557	New	+$220K	﹤0.01%	2048
2017 Q3	–	Sell	-4,448	Closed	-$218K	–	2241
2017 Q2	$218K	Buy	+4,448	New	+$186K	﹤0.01%	2060

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

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

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

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Aperio Group's Z Position: Q4 2020 in Review

Aperio Group increased its Zillow (Z) stake by 9.5% in Q4 2020, buying an estimated $95.5K and bringing the position to 9,904 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Aperio Group first reported a position in Z in Q2 2017 and has held it in 12 quarters since. 495 funds tracked by Wall St. Rank hold Z as of Q4 2020.

Aperio Group held 9,904 shares of Zillow worth $1.29M as of Q4 2020.
Aperio Group bought 863 Zillow shares in Q4 2020, an estimated $95.5K.
Zillow made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1451 holding.
Aperio Group first reported a position in Zillow in Q2 2017 and has held it in 12 quarters since.
495 funds tracked by Wall St. Rank held Zillow as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.