Berman Capital Advisors’s Zillow Z Stock Holding History

Berman Capital Advisors’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 Q3	$29K	Sell	340 -546	-62%	-$55.2K	﹤0.01%	875
2021 Q2	$108K	Sell	886 -25	-3%	-$3.04K	0.02%	363
2021 Q1	$117K	Buy	911 +658	+260%	+$97.6K	0.02%	272
2020 Q4	$32K	Buy	253 +109	+76%	+$12.1K	0.01%	544
2020 Q3	$14K	Buy	144 +41	+40%	+$3.2K	﹤0.01%	701
2020 Q2	$5K	Buy	103 +30	+41%	+$1.49K	﹤0.01%	1007
2020 Q1	$2K	Sell	73 -6,568	-99%	-$303K	﹤0.01%	1200
2019 Q4	$304K	Sell	6,641 -4	-0.1%	-$149	0.09%	105
2019 Q3	$197K	Sell	6,645 -313	-4%	-$12.5K	0.06%	131
2019 Q2	$322K	Sell	6,958 -271	-4%	-$10.8K	0.1%	95
2019 Q1	$250K	Buy	7,229 +2,225	+44%	+$79.4K	0.08%	111
2018 Q4	$157K	Buy	+5,004	New	+$178K	0.06%	120

Other funds holding Z

CIA

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

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

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

AIM

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

SIM

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

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

Berman Capital Advisors's Z Position: Q3 2021 in Review

Berman Capital Advisors reduced its Zillow (Z) stake by 62% in Q3 2021, selling an estimated $55.2K and leaving 340 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Berman Capital Advisors first reported a position in Z in Q4 2018 and has held it in 12 quarters since. The position peaked at $322K in Q2 2019. 501 funds tracked by Wall St. Rank hold Z as of Q3 2021.

Berman Capital Advisors held 340 shares of Zillow worth $29K as of Q3 2021.
Berman Capital Advisors sold 546 Zillow shares in Q3 2021, an estimated $55.2K.
Zillow made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #875 holding.
Berman Capital Advisors first reported a position in Zillow in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Zillow position peaked at $322K in Q2 2019.
501 funds tracked by Wall St. Rank held Zillow as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.