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George Kaiser Family Foundation’s Zeta Global ZETA Stock Holding History

George Kaiser Family Foundation’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-103,695
Closed -$3.09M – 18
2024
Q3 		$3.09M Sell
103,695
-61,054
-37% -$1.44M 0.47% 9
2024
Q2 		$2.91M Sell
164,749
-92,089
-36% -$1.35M 0.51% 9
2024
Q1 		$2.81M Buy
256,838
+19,455
+8% +$194K 0.53% 9
2023
Q4 		$2.09M Buy
237,383
+213,448
+892% +$1.79M 0.42% 12
2023
Q3 		$200K Buy
+23,935
New +$197K 0.04% 39

Other funds holding ZETA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

George Kaiser Family Foundation's ZETA Position: Q4 2024 in Review

George Kaiser Family Foundation sold out of Zeta Global (ZETA) in Q4 2024, closing a stake of 103,695 shares — an estimated $3.09M sold.

George Kaiser Family Foundation first reported a position in ZETA in Q3 2023 and held it in 5 quarters. The position peaked at $3.09M in Q3 2024. 309 funds tracked by Wall St. Rank hold ZETA as of Q4 2024.

  • George Kaiser Family Foundation reported no remaining Zeta Global position as of Q4 2024 after selling out during the quarter.
  • George Kaiser Family Foundation sold 103,695 Zeta Global shares in Q4 2024, an estimated $3.09M.
  • George Kaiser Family Foundation first reported a position in Zeta Global in Q3 2023 and held it in 5 quarters.
  • George Kaiser Family Foundation's Zeta Global position peaked at $3.09M in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Zeta Global as of Q4 2024.

Based on George Kaiser Family Foundation's 13F filing for Q4 2024, filed 12 Feb 2025.