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	–	688
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

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return