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	–	1335
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

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

IFP

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Gradient Investments's Z Position: Q3 2024 in Review

Gradient Investments sold out of Zillow (Z) in Q3 2024, closing a stake of 225 shares — an estimated $10.4K sold.

Gradient Investments first reported a position in Z in Q4 2017 and held it in 15 quarters. The position peaked at $14K in Q4 2021. 455 funds tracked by Wall St. Rank hold Z as of Q3 2024.

Gradient Investments reported no remaining Zillow position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 225 Zillow shares in Q3 2024, an estimated $10.4K.
Gradient Investments first reported a position in Zillow in Q4 2017 and held it in 15 quarters.
Gradient Investments's Zillow position peaked at $14K in Q4 2021.
455 funds tracked by Wall St. Rank held Zillow as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.