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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Congress Wealth Management's ZBRA Position: Q4 2023 in Review

Congress Wealth Management sold out of Zebra Technologies (ZBRA) in Q4 2023, closing a stake of 1,248 shares — an estimated $295K sold.

Congress Wealth Management first reported a position in ZBRA in Q4 2021 and held it in 8 quarters. The position peaked at $20.1M in Q4 2021. 656 funds tracked by Wall St. Rank hold ZBRA as of Q4 2023.

Congress Wealth Management reported no remaining Zebra Technologies position as of Q4 2023 after selling out during the quarter.
Congress Wealth Management sold 1,248 Zebra Technologies shares in Q4 2023, an estimated $295K.
Congress Wealth Management first reported a position in Zebra Technologies in Q4 2021 and held it in 8 quarters.
Congress Wealth Management's Zebra Technologies position peaked at $20.1M in Q4 2021.
656 funds tracked by Wall St. Rank held Zebra Technologies as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.