Disciplined Investments’s Zillow ZG Stock Holding History

Disciplined Investments’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4	Closed	-$197	–	1604
2023 Q2	$197	Hold	4	–	–	﹤0.01%	1501
2023 Q1	$175	Hold	4	–	–	﹤0.01%	1504
2022 Q4	$125	Hold	4	–	–	﹤0.01%	1510
2022 Q3	$0	Buy	+4	New	+$139	﹤0.01%	1664
2022 Q2	–	Sell	-2	Closed	–	–	1674
2022 Q1	$0	Sell	2 -19	-90%	-$1K	﹤0.01%	1657
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	482
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	407
2021 Q2	$3K	Hold	21	–	–	﹤0.01%	370
2021 Q1	$3K	Buy	+21	New	+$3.24K	﹤0.01%	321

Other funds holding ZG

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Disciplined Investments's ZG Position: Q3 2023 in Review

Disciplined Investments sold out of Zillow (ZG) in Q3 2023, closing a stake of 4 shares — an estimated $197 sold.

Disciplined Investments first reported a position in ZG in Q1 2021 and held it in 9 quarters. The position peaked at $3K in Q2 2021. 260 funds tracked by Wall St. Rank hold ZG as of Q3 2023.

Disciplined Investments reported no remaining Zillow position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 4 Zillow shares in Q3 2023, an estimated $197.
Disciplined Investments first reported a position in Zillow in Q1 2021 and held it in 9 quarters.
Disciplined Investments's Zillow position peaked at $3K in Q2 2021.
260 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.