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Halpern Financial’s Ziff Davis ZD Stock Holding History

Halpern Financial’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36
Closed -$2.85K – 202
2022
Q4 		$2.85K Hold
36
– – ﹤0.01% 165
2022
Q3 		$2.46K Hold
36
– – ﹤0.01% 177
2022
Q2 		$2.68K Hold
36
– – ﹤0.01% 215
2022
Q1 		$3.48K Hold
36
– – ﹤0.01% 194
2021
Q4 		$3.99K Buy
+36
New +$4.27K ﹤0.01% 213

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Halpern Financial's ZD Position: Q1 2023 in Review

Halpern Financial sold out of Ziff Davis (ZD) in Q1 2023, closing a stake of 36 shares — an estimated $2.85K sold.

Halpern Financial first reported a position in ZD in Q4 2021 and held it in 5 quarters. The position peaked at $3.99K in Q4 2021. 266 funds tracked by Wall St. Rank hold ZD as of Q1 2023.

  • Halpern Financial reported no remaining Ziff Davis position as of Q1 2023 after selling out during the quarter.
  • Halpern Financial sold 36 Ziff Davis shares in Q1 2023, an estimated $2.85K.
  • Halpern Financial first reported a position in Ziff Davis in Q4 2021 and held it in 5 quarters.
  • Halpern Financial's Ziff Davis position peaked at $3.99K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2023.

Based on Halpern Financial's 13F filing for Q1 2023, filed 21 Sep 2023.