DLCIG
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D.L. Carlson Investment Group’s Zillow Z Stock Holding History

D.L. Carlson Investment 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
2021
Q1 		– Sell
-32,529
Closed -$4.22M – 160
2020
Q4 		$4.22M Sell
32,529
-24,396
-43% -$2.7M 0.77% 54
2020
Q3 		$5.78M Buy
+56,925
New +$4.45M 1.22% 26

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

D.L. Carlson Investment Group's Z Position: Q1 2021 in Review

D.L. Carlson Investment Group sold out of Zillow (Z) in Q1 2021, closing a stake of 32,529 shares — an estimated $4.22M sold.

D.L. Carlson Investment Group first reported a position in Z in Q3 2020 and held it in 2 quarters. The position peaked at $5.78M in Q3 2020. 529 funds tracked by Wall St. Rank hold Z as of Q1 2021.

  • D.L. Carlson Investment Group reported no remaining Zillow position as of Q1 2021 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 32,529 Zillow shares in Q1 2021, an estimated $4.22M.
  • D.L. Carlson Investment Group first reported a position in Zillow in Q3 2020 and held it in 2 quarters.
  • D.L. Carlson Investment Group's Zillow position peaked at $5.78M in Q3 2020.
  • 529 funds tracked by Wall St. Rank held Zillow as of Q1 2021.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2021, filed 11 May 2021.