Gradient Investments’s Zillow Z Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-225	Closed	-$10.4K	–	1344
2024 Q2	$10.4K	Hold	225	–	–	﹤0.01%	731
2024 Q1	$11K	Hold	225	–	–	﹤0.01%	629
2023 Q4	$13K	Hold	225	–	–	﹤0.01%	789
2023 Q3	$10.4K	Hold	225	–	–	﹤0.01%	800
2023 Q2	$11.3K	Hold	225	–	–	﹤0.01%	791
2023 Q1	$10K	Hold	225	–	–	﹤0.01%	815
2022 Q4	$7.25K	Hold	225	–	–	﹤0.01%	868
2022 Q3	$6K	Hold	225	–	–	﹤0.01%	938
2022 Q2	$7K	Hold	225	–	–	﹤0.01%	851
2022 Q1	$11K	Hold	225	–	–	﹤0.01%	760
2021 Q4	$14K	Buy	225 +175	+350%	+$12.6K	﹤0.01%	728
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	927
2021 Q2	$6K	Hold	50	–	–	﹤0.01%	864
2021 Q1	$6K	Buy	+50	New	+$7.42K	﹤0.01%	867
2018 Q1	–	Sell	-19	Closed	-$1K	–	1186
2017 Q4	$1K	Buy	+19	New	+$782	﹤0.01%	971

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

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

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