Evergreen Capital Management’s Zillow ZG Stock Holding History

Evergreen Capital Management’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,677	Closed	-$252K	–	1370
2025 Q2	$252K	Buy	+3,677	New	+$244K	0.01%	885
2021 Q4	–	Sell	-2,300	Closed	-$204K	–	656
2021 Q3	$204K	Sell	2,300 -120	-5%	-$12.2K	0.01%	544
2021 Q2	$297K	Buy	2,420 +34	+1%	+$4.2K	0.01%	419
2021 Q1	$313K	Buy	2,386 +12	+0.5%	+$1.85K	0.02%	390
2020 Q4	$323K	Buy	2,374 +74	+3%	+$8.34K	0.02%	333
2020 Q3	$234K	Buy	+2,300	New	+$179K	0.02%	362

Other funds holding ZG

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evergreen Capital Management's ZG Position: Q3 2025 in Review

Evergreen Capital Management sold out of Zillow (ZG) in Q3 2025, closing a stake of 3,677 shares — an estimated $252K sold.

Evergreen Capital Management first reported a position in ZG in Q3 2020 and held it in 6 quarters. The position peaked at $323K in Q4 2020. 303 funds tracked by Wall St. Rank hold ZG as of Q3 2025.

Evergreen Capital Management reported no remaining Zillow position as of Q3 2025 after selling out during the quarter.
Evergreen Capital Management sold 3,677 Zillow shares in Q3 2025, an estimated $252K.
Evergreen Capital Management first reported a position in Zillow in Q3 2020 and held it in 6 quarters.
Evergreen Capital Management's Zillow position peaked at $323K in Q4 2020.
303 funds tracked by Wall St. Rank held Zillow as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.