Ellevest Inc’s Zegna ZGN Stock Holding History

Ellevest Inc’s Portfolio ZGN Stock Details ZGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-875	Closed	-$11.9K	–	1678
2023 Q1	$11.9K	Sell	875 -1,096	-56%	-$13.5K	﹤0.01%	993
2022 Q4	$20.6K	Buy	1,971 +1,754	+808%	+$18.9K	﹤0.01%	843
2022 Q3	$2K	Buy	+217	New	+$2.32K	﹤0.01%	1390

Other funds holding ZGN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HAM

Honeycomb Asset Management New York $19.4M AUM 25.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ellevest Inc's ZGN Position: Q2 2023 in Review

Ellevest Inc sold out of Zegna (ZGN) in Q2 2023, closing a stake of 875 shares — an estimated $11.9K sold.

Ellevest Inc first reported a position in ZGN in Q3 2022 and held it in 3 quarters. The position peaked at $20.6K in Q4 2022. 64 funds tracked by Wall St. Rank hold ZGN as of Q2 2023.

Ellevest Inc reported no remaining Zegna position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 875 Zegna shares in Q2 2023, an estimated $11.9K.
Ellevest Inc first reported a position in Zegna in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Zegna position peaked at $20.6K in Q4 2022.
64 funds tracked by Wall St. Rank held Zegna as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.