BA
ZD icon

BKS Advisors’s Ziff Davis ZD Stock Holding History

BKS Advisors’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$458K Hold
6,077
– – 0.18% 119
2018
Q4 		$367K Hold
6,077
– – 0.17% 133
2018
Q3 		$437K Hold
6,077
– – 0.16% 140
2018
Q2 		$458K Hold
6,077
– – 0.16% 138
2018
Q1 		$417K Sell
6,077
-1,743
-22% -$118K 0.15% 138
2017
Q4 		$510K Sell
7,820
-288
-4% -$18.8K 0.18% 128
2017
Q3 		$521K Sell
8,108
-1,437
-15% -$97.3K 0.2% 115
2017
Q2 		$706K Sell
9,545
-920
-9% -$68.7K 0.29% 87
2017
Q1 		$764K Buy
10,465
+6,198
+145% +$453K 0.33% 81
2016
Q4 		$303K Hold
4,267
– – 0.14% 135
2016
Q3 		$247K Hold
4,267
– – 0.11% 149
2016
Q2 		$234K Hold
4,267
– – 0.12% 154
2016
Q1 		$228K Hold
4,267
– – 0.12% 152
2015
Q4 		$305K Hold
4,267
– – 0.16% 105
2015
Q3 		$263K Hold
4,267
– – 0.15% 108
2015
Q2 		$252K Hold
4,267
– – 0.12% 122
2015
Q1 		$244K Buy
+4,267
New +$238K 0.12% 127

Other funds holding ZD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return