Capstone Financial Group’s Zillow Z Stock Holding History

Capstone Financial 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
2020 Q3	$2.24M	Buy	+21,308	New	+$1.66M	1.73%	15

Other funds holding Z

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Capstone Financial Group's Z Position: Q3 2020 in Review

Capstone Financial Group opened a new position in Zillow (Z) in Q3 2020: 21,308 shares worth $2.24M. The stake represents 1.73% of the portfolio and ranks #15 among its holdings.

412 funds tracked by Wall St. Rank hold Z as of Q3 2020.

Capstone Financial Group held 21,308 shares of Zillow worth $2.24M as of Q3 2020.
Zillow was a new Capstone Financial Group position in Q3 2020.
Zillow made up 1.73% of Capstone Financial Group's portfolio in Q3 2020, its #15 holding.
412 funds tracked by Wall St. Rank held Zillow as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.