Empirical Wealth Management’s Zillow Z Stock Holding History

Empirical Wealth Management’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 Q2	–	Sell	-86,330	Closed	-$11.2M	–	456
2021 Q1	$11.2M	Buy	86,330 +45,645	+112%	+$6.77M	0.9%	21
2020 Q4	$5.28M	Sell	40,685 -19,957	-33%	-$2.21M	0.4%	44
2020 Q3	$6.16M	Buy	+60,642	New	+$4.74M	0.53%	39

Other funds holding Z

CIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 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

Empirical Wealth Management's Z Position: Q2 2021 in Review

Empirical Wealth Management sold out of Zillow (Z) in Q2 2021, closing a stake of 86,330 shares — an estimated $11.2M sold.

Empirical Wealth Management first reported a position in Z in Q3 2020 and held it in 3 quarters. The position peaked at $11.2M in Q1 2021. 528 funds tracked by Wall St. Rank hold Z as of Q2 2021.

Empirical Wealth Management reported no remaining Zillow position as of Q2 2021 after selling out during the quarter.
Empirical Wealth Management sold 86,330 Zillow shares in Q2 2021, an estimated $11.2M.
Empirical Wealth Management first reported a position in Zillow in Q3 2020 and held it in 3 quarters.
Empirical Wealth Management's Zillow position peaked at $11.2M in Q1 2021.
528 funds tracked by Wall St. Rank held Zillow as of Q2 2021.

Based on Empirical Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.