EWM
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Elmwood Wealth Management’s Zillow ZG Stock Holding History

Elmwood Wealth Management’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
2019
Q2 		– Sell
-335
Closed -$12K – 308
2019
Q1 		$12K Hold
335
– – 0.01% 182
2018
Q4 		$11K Sell
335
-3,050
-90% -$108K 0.01% 188
2018
Q3 		$150K Buy
+3,385
New +$177K 0.12% 102

Other funds holding ZG

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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
BP
Barker Partnership Grand Cayman, Cayman Islands $91.8M AUM 1.85% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elmwood Wealth Management's ZG Position: Q2 2019 in Review

Elmwood Wealth Management sold out of Zillow (ZG) in Q2 2019, closing a stake of 335 shares — an estimated $12K sold.

Elmwood Wealth Management first reported a position in ZG in Q3 2018 and held it in 3 quarters. The position peaked at $150K in Q3 2018. 175 funds tracked by Wall St. Rank hold ZG as of Q2 2019.

  • Elmwood Wealth Management reported no remaining Zillow position as of Q2 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 335 Zillow shares in Q2 2019, an estimated $12K.
  • Elmwood Wealth Management first reported a position in Zillow in Q3 2018 and held it in 3 quarters.
  • Elmwood Wealth Management's Zillow position peaked at $150K in Q3 2018.
  • 175 funds tracked by Wall St. Rank held Zillow as of Q2 2019.

Based on Elmwood Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.