Congress Wealth Management’s Zebra Technologies ZBRA Stock Holding History

Congress Wealth Management’s Portfolio ZBRA Stock Details ZBRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,248	Closed	-$295K	–	675
2023 Q3	$295K	Sell	1,248 -160	-11%	-$43.4K	0.01%	525
2023 Q2	$417K	Sell	1,408 -29	-2%	-$8.13K	0.01%	441
2023 Q1	$457K	Buy	1,437 +227	+19%	+$68.6K	0.01%	430
2022 Q4	$310K	Sell	1,210 -34,980	-97%	-$9.04M	0.01%	471
2022 Q3	$9.48M	Buy	36,190 +1,005	+3%	+$311K	0.26%	115
2022 Q2	$10.3M	Buy	35,185 +1,055	+3%	+$367K	0.26%	101
2022 Q1	$14.1M	Buy	34,130 +419	+1%	+$192K	0.31%	83
2021 Q4	$20.1M	Buy	+33,711	New	+$19.1M	0.4%	63

Other funds holding ZBRA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return