B
ZU

Baird’s ZULILY INC CLASS A COMMON STOCK ZU Stock Holding History

Baird’s Portfolio ZU Stock Details ZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$567K Sell
43,640
-111,810
-72% -$1.85M 0.01% 918
2014
Q4 		$3.64M Buy
+155,450
New +$4.77M 0.04% 410

Other funds holding ZU

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MGPI
Maveron General Partner IV Seattle, Washington $8K AUM
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baird's ZU Position: Q1 2015 in Review

Baird reduced its ZULILY INC CLASS A COMMON STOCK (ZU) stake by 72% in Q1 2015, selling an estimated $1.85M and leaving 43,640 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #918.

Baird first reported a position in ZU in Q4 2014 and has held it in 2 quarters since. The position peaked at $3.64M in Q4 2014. 129 funds tracked by Wall St. Rank hold ZU as of Q1 2015.

  • Baird held 43,640 shares of ZULILY INC CLASS A COMMON STOCK worth $567K as of Q1 2015.
  • Baird sold 111,810 ZULILY INC CLASS A COMMON STOCK shares in Q1 2015, an estimated $1.85M.
  • ZULILY INC CLASS A COMMON STOCK made up 0.01% of Baird's portfolio in Q1 2015, its #918 holding.
  • Baird first reported a position in ZULILY INC CLASS A COMMON STOCK in Q4 2014 and has held it in 2 quarters since.
  • Baird's ZULILY INC CLASS A COMMON STOCK position peaked at $3.64M in Q4 2014.
  • 129 funds tracked by Wall St. Rank held ZULILY INC CLASS A COMMON STOCK as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.