Estate Counselors’s Zillow Z Stock Holding History

Estate Counselors’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 Q4	–	Sell	-14,720	Closed	-$1.3M	–	190
2021 Q3	$1.3M	Buy	14,720 +6,000	+69%	+$607K	0.16%	77
2021 Q2	$1.06M	Buy	8,720 +170	+2%	+$20.7K	0.14%	95
2021 Q1	$1.11M	Buy	+8,550	New	+$1.27M	0.16%	71

Other funds holding Z

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Estate Counselors's Z Position: Q4 2021 in Review

Estate Counselors sold out of Zillow (Z) in Q4 2021, closing a stake of 14,720 shares — an estimated $1.3M sold.

Estate Counselors first reported a position in Z in Q1 2021 and held it in 3 quarters. The position peaked at $1.3M in Q3 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Estate Counselors reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Estate Counselors sold 14,720 Zillow shares in Q4 2021, an estimated $1.3M.
Estate Counselors first reported a position in Zillow in Q1 2021 and held it in 3 quarters.
Estate Counselors's Zillow position peaked at $1.3M in Q3 2021.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Estate Counselors's 13F filing for Q4 2021, filed 14 Feb 2022.