Covestor’s ZipRecruiter ZIP Stock Holding History

Covestor’s Portfolio ZIP Stock Details ZIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$0	Buy	33 +26	+371%	+$64	﹤0.01%	2868
2025 Q4	$0	Hold	7	–	–	﹤0.01%	2839
2025 Q3	$0	Hold	7	–	–	﹤0.01%	2884
2025 Q2	$0	Sell	7 -1	-13%	-$5	﹤0.01%	2844
2025 Q1	$0	Hold	8	–	–	﹤0.01%	2816
2024 Q4	$0	Buy	8 +1	+14%	+$9	﹤0.01%	2833
2024 Q3	$0	Sell	7 -845	-99%	-$7.57K	﹤0.01%	2861
2024 Q2	$8K	Sell	852 -15	-2%	-$151	0.01%	1698
2024 Q1	$10K	Buy	867 +59	+7%	+$792	0.01%	1626
2023 Q4	$11K	Buy	808 +278	+52%	+$3.44K	0.01%	1527
2023 Q3	$6K	Buy	530 +21	+4%	+$342	﹤0.01%	1704
2023 Q2	$9K	Buy	509 +502	+7,171%	+$8.26K	0.01%	1544
2023 Q1	$0	Hold	7	–	–	﹤0.01%	2690
2022 Q4	$0	Hold	7	–	–	﹤0.01%	2708
2022 Q3	$0	Buy	+7	New	+$122	﹤0.01%	2715

Other funds holding ZIP

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

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return