HAFS
Z icon

Hapanowicz & Associates Financial Services’s Zillow Z Stock Holding History

Hapanowicz & Associates Financial Services’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
2021
Q2 		– Sell
-1,550
Closed -$201K – 33
2021
Q1 		$201K Sell
1,550
-1,412
-48% -$210K 0.1% 28
2020
Q4 		$384K Hold
2,962
– – 0.2% 19
2020
Q3 		$300K Buy
+2,962
New +$231K 0.18% 23

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Hapanowicz & Associates Financial Services's Z Position: Q2 2021 in Review

Hapanowicz & Associates Financial Services sold out of Zillow (Z) in Q2 2021, closing a stake of 1,550 shares — an estimated $201K sold.

Hapanowicz & Associates Financial Services first reported a position in Z in Q3 2020 and held it in 3 quarters. The position peaked at $384K in Q4 2020. 528 funds tracked by Wall St. Rank hold Z as of Q2 2021.

  • Hapanowicz & Associates Financial Services reported no remaining Zillow position as of Q2 2021 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 1,550 Zillow shares in Q2 2021, an estimated $201K.
  • Hapanowicz & Associates Financial Services first reported a position in Zillow in Q3 2020 and held it in 3 quarters.
  • Hapanowicz & Associates Financial Services's Zillow position peaked at $384K in Q4 2020.
  • 528 funds tracked by Wall St. Rank held Zillow as of Q2 2021.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2021, filed 21 Jul 2021.