Gradient Investments’s Zillow ZG Stock Holding History

Gradient Investments’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
2022 Q1	–	Sell	-50	Closed	-$3K	–	1368
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	1037
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	928
2021 Q2	$6K	Buy	+50	New	+$6.18K	﹤0.01%	865
2018 Q4	–	Sell	-1	Closed	–	–	1114
2018 Q3	$0	Buy	+1	New	+$52	﹤0.01%	1080
2018 Q1	–	Sell	-9	Closed	–	–	1189
2017 Q4	$0	Buy	+9	New	+$370	﹤0.01%	1101

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

IFP

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Gradient Investments's ZG Position: Q1 2022 in Review

Gradient Investments sold out of Zillow (ZG) in Q1 2022, closing a stake of 50 shares — an estimated $3K sold.

Gradient Investments first reported a position in ZG in Q4 2017 and held it in 5 quarters. The position peaked at $6K in Q2 2021. 303 funds tracked by Wall St. Rank hold ZG as of Q1 2022.

Gradient Investments reported no remaining Zillow position as of Q1 2022 after selling out during the quarter.
Gradient Investments sold 50 Zillow shares in Q1 2022, an estimated $3K.
Gradient Investments first reported a position in Zillow in Q4 2017 and held it in 5 quarters.
Gradient Investments's Zillow position peaked at $6K in Q2 2021.
303 funds tracked by Wall St. Rank held Zillow as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.