BerganKDV Wealth Management’s Zillow ZG Stock Holding History

BerganKDV Wealth Management’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$640	Hold	13	–	–	﹤0.01%	793
2023 Q1	$569	Hold	13	–	–	﹤0.01%	958
2022 Q4	$406	Buy	+13	New	+$426	﹤0.01%	969
2022 Q2	–	Sell	-4	Closed	–	–	1084
2022 Q1	$0	Buy	+4	New	+$212	﹤0.01%	1118

Other funds holding ZG

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

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

BerganKDV Wealth Management's ZG Position: Q2 2023 in Review

BerganKDV Wealth Management held its Zillow (ZG) position steady in Q2 2023 at 13 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #793.

BerganKDV Wealth Management first reported a position in ZG in Q1 2022 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold ZG as of Q2 2023.

BerganKDV Wealth Management held 13 shares of Zillow worth $640 as of Q2 2023.
BerganKDV Wealth Management left its Zillow share count unchanged in Q2 2023.
Zillow made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #793 holding.
BerganKDV Wealth Management first reported a position in Zillow in Q1 2022 and has held it in 4 quarters since.
266 funds tracked by Wall St. Rank held Zillow as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.