Evergreen Capital Management’s Zillow Z Stock Holding History

Evergreen Capital 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
2022 Q1	–	Sell	-3,140	Closed	-$200K	–	687
2021 Q4	$200K	Buy	+3,140	New	+$226K	0.01%	601
2020 Q4	–	Sell	-3,945	Closed	-$401K	–	474
2020 Q3	$401K	Sell	3,945 -900	-19%	-$70.3K	0.03%	287
2020 Q2	$279K	Buy	+4,845	New	+$240K	0.02%	319
2020 Q1	–	Sell	-8,180	Closed	-$376K	–	502
2019 Q4	$376K	Hold	8,180	–	–	0.03%	304
2019 Q3	$244K	Hold	8,180	–	–	0.02%	352
2019 Q2	$379K	Hold	8,180	–	–	0.04%	266
2019 Q1	$284K	Hold	8,180	–	–	0.03%	301
2018 Q4	$258K	Buy	+8,180	New	+$290K	0.03%	301

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

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 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

SIM

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

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Evergreen Capital Management's Z Position: Q1 2022 in Review

Evergreen Capital Management sold out of Zillow (Z) in Q1 2022, closing a stake of 3,140 shares — an estimated $200K sold.

Evergreen Capital Management first reported a position in Z in Q4 2018 and held it in 8 quarters. The position peaked at $401K in Q3 2020. 450 funds tracked by Wall St. Rank hold Z as of Q1 2022.

Evergreen Capital Management reported no remaining Zillow position as of Q1 2022 after selling out during the quarter.
Evergreen Capital Management sold 3,140 Zillow shares in Q1 2022, an estimated $200K.
Evergreen Capital Management first reported a position in Zillow in Q4 2018 and held it in 8 quarters.
Evergreen Capital Management's Zillow position peaked at $401K in Q3 2020.
450 funds tracked by Wall St. Rank held Zillow as of Q1 2022.

Based on Evergreen Capital Management's 13F filing for Q1 2022, filed 16 May 2022.