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Bollard Group’s Zillow Z Stock Holding History

Bollard Group’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
2023
Q3 		– Sell
-15
Closed -$1K – 670
2023
Q2 		$1K Buy
+15
New +$690 ﹤0.01% 651

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Bollard Group's Z Position: Q3 2023 in Review

Bollard Group sold out of Zillow (Z) in Q3 2023, closing a stake of 15 shares — an estimated $1K sold.

Bollard Group first reported a position in Z in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 407 funds tracked by Wall St. Rank hold Z as of Q3 2023.

  • Bollard Group reported no remaining Zillow position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 15 Zillow shares in Q3 2023, an estimated $1K.
  • Bollard Group first reported a position in Zillow in Q2 2023 and held it in 1 quarter.
  • Bollard Group's Zillow position peaked at $1K in Q2 2023.
  • 407 funds tracked by Wall St. Rank held Zillow as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.