Atlas Principals’s Zillow Z Stock Holding History

Atlas Principals’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
2021 Q4	–	Sell	-30,000	Closed	-$2.64M	–	49
2021 Q3	$2.64M	Sell	30,000 -12,500	-29%	-$1.26M	1.24%	24
2021 Q2	$5.19M	Buy	42,500 +4,500	+12%	+$548K	2.04%	13
2021 Q1	$4.93M	Sell	38,000 -7,000	-16%	-$1.04M	1.76%	13
2020 Q4	$5.84M	Sell	45,000 -55,000	-55%	-$6.08M	2.42%	16
2020 Q3	$10.2M	Buy	100,000 +10,000	+11%	+$781K	5.11%	6
2020 Q2	$5.18M	Buy	+90,000	New	+$4.47M	3.86%	9

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Atlas Principals's Z Position: Q4 2021 in Review

Atlas Principals sold out of Zillow (Z) in Q4 2021, closing a stake of 30,000 shares — an estimated $2.64M sold.

Atlas Principals first reported a position in Z in Q2 2020 and held it in 6 quarters. The position peaked at $10.2M in Q3 2020. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Atlas Principals reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Atlas Principals sold 30,000 Zillow shares in Q4 2021, an estimated $2.64M.
Atlas Principals first reported a position in Zillow in Q2 2020 and held it in 6 quarters.
Atlas Principals's Zillow position peaked at $10.2M in Q3 2020.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Atlas Principals's 13F filing for Q4 2021, filed 14 Feb 2022.