Envestnet Portfolio Solutions
ZD icon

Envestnet Portfolio Solutions’s Ziff Davis ZD Stock Holding History

Envestnet Portfolio Solutions’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,013
Closed -$221K – 1752
2024
Q2 		$221K Buy
+4,013
New +$221K ﹤0.01% 1540

Other funds holding ZD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Portfolio Solutions's ZD Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of Ziff Davis (ZD) in Q3 2024, closing a stake of 4,013 shares — an estimated $221K sold.

Envestnet Portfolio Solutions first reported a position in ZD in Q2 2024 and held it in 1 quarter. The position peaked at $221K in Q2 2024. 263 funds tracked by Wall St. Rank hold ZD as of Q3 2024.

  • Envestnet Portfolio Solutions reported no remaining Ziff Davis position as of Q3 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,013 Ziff Davis shares in Q3 2024, an estimated $221K.
  • Envestnet Portfolio Solutions first reported a position in Ziff Davis in Q2 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Ziff Davis position peaked at $221K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.