EWM
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Evermay Wealth Management’s Zillow Z Stock Holding History

Evermay Wealth 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
-355
Closed -$23K – 577
2021
Q4 		$23K Buy
+355
New +$25.6K ﹤0.01% 345
2021
Q3 		– Sell
-50
Closed -$6K – 542
2021
Q2 		$6K Buy
+50
New +$6.08K ﹤0.01% 440

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
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
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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evermay Wealth Management's Z Position: Q1 2022 in Review

Evermay Wealth Management sold out of Zillow (Z) in Q1 2022, closing a stake of 355 shares — an estimated $23K sold.

Evermay Wealth Management first reported a position in Z in Q2 2021 and held it in 2 quarters. The position peaked at $23K in Q4 2021. 450 funds tracked by Wall St. Rank hold Z as of Q1 2022.

  • Evermay Wealth Management reported no remaining Zillow position as of Q1 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 355 Zillow shares in Q1 2022, an estimated $23K.
  • Evermay Wealth Management first reported a position in Zillow in Q2 2021 and held it in 2 quarters.
  • Evermay Wealth Management's Zillow position peaked at $23K in Q4 2021.
  • 450 funds tracked by Wall St. Rank held Zillow as of Q1 2022.

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