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Disciplined Investments’s Zillow Z Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-369
Closed -$18.5K – 1600
2023
Q2 		$18.5K Buy
369
+1
+0.3% +$46 0.01% 291
2023
Q1 		$16.4K Buy
368
+8
+2% +$340 0.01% 318
2022
Q4 		$11.6K Buy
360
+3
+0.8% +$99 0.01% 311
2022
Q3 		$10K Buy
357
+7
+2% +$243 ﹤0.01% 364
2022
Q2 		$11K Sell
350
-8
-2% -$321 0.01% 373
2022
Q1 		$18K Buy
358
+8
+2% +$430 0.01% 344
2021
Q4 		$22K Buy
350
+200
+133% +$14.4K 0.01% 301
2021
Q3 		$13K Hold
150
– – 0.01% 298
2021
Q2 		$18K Hold
150
– – 0.01% 275
2021
Q1 		$19K Hold
150
– – 0.01% 237
2020
Q4 		$19K Hold
150
– – 0.01% 206
2020
Q3 		$15K Hold
150
– – 0.01% 239
2020
Q2 		$9K Hold
150
– – 0.01% 277
2020
Q1 		$5K Hold
150
– – ﹤0.01% 328
2019
Q4 		$7K Buy
+150
New +$5.59K 0.01% 317

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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Disciplined Investments's Z Position: Q3 2023 in Review

Disciplined Investments sold out of Zillow (Z) in Q3 2023, closing a stake of 369 shares — an estimated $18.5K sold.

Disciplined Investments first reported a position in Z in Q4 2019 and held it in 15 quarters. The position peaked at $22K in Q4 2021. 407 funds tracked by Wall St. Rank hold Z as of Q3 2023.

  • Disciplined Investments reported no remaining Zillow position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 369 Zillow shares in Q3 2023, an estimated $18.5K.
  • Disciplined Investments first reported a position in Zillow in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Zillow position peaked at $22K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Zillow as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.