Harbor Investment Advisory’s Zillow Z Stock Holding History

Harbor Investment Advisory’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	-34	Closed	-$1.58K	–	1316
2024 Q2	$1.58K	Hold	34	–	–	﹤0.01%	1091
2024 Q1	$1.66K	Hold	34	–	–	﹤0.01%	1152
2023 Q4	$1.97K	Hold	34	–	–	﹤0.01%	1053
2023 Q3	$1.57K	Hold	34	–	–	﹤0.01%	1067
2023 Q2	$1.71K	Hold	34	–	–	﹤0.01%	1229
2023 Q1	$1.51K	Hold	34	–	–	﹤0.01%	1240
2022 Q4	$1.09K	Hold	34	–	–	﹤0.01%	1246
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	1311
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	1322
2022 Q1	$2K	Hold	34	–	–	﹤0.01%	1272
2021 Q4	$2K	Sell	34 -70	-67%	-$5.04K	﹤0.01%	1243
2021 Q3	$9K	Hold	104	–	–	﹤0.01%	1074
2021 Q2	$13K	Buy	104 +70	+206%	+$8.52K	﹤0.01%	978
2021 Q1	$4K	Hold	34	–	–	﹤0.01%	1110
2020 Q4	$4K	Sell	34 -166	-83%	-$18.4K	﹤0.01%	1050
2020 Q3	$20K	Buy	+200	New	+$15.6K	﹤0.01%	743

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

Harbor Investment Advisory's Z Position: Q3 2024 in Review

Harbor Investment Advisory sold out of Zillow (Z) in Q3 2024, closing a stake of 34 shares — an estimated $1.58K sold.

Harbor Investment Advisory first reported a position in Z in Q3 2020 and held it in 16 quarters. The position peaked at $20K in Q3 2020. 455 funds tracked by Wall St. Rank hold Z as of Q3 2024.

Harbor Investment Advisory reported no remaining Zillow position as of Q3 2024 after selling out during the quarter.
Harbor Investment Advisory sold 34 Zillow shares in Q3 2024, an estimated $1.58K.
Harbor Investment Advisory first reported a position in Zillow in Q3 2020 and held it in 16 quarters.
Harbor Investment Advisory's Zillow position peaked at $20K in Q3 2020.
455 funds tracked by Wall St. Rank held Zillow as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.