Harvest Fund Management’s Zillow Z Stock Holding History

Harvest Fund Management’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 Q4	–	Sell	-34	Closed	-$2K	–	854
2024 Q3	$2K	Buy	+34	New	+$1.83K	﹤0.01%	581
2024 Q2	–	Hold	0	–	–	–	777
2024 Q1	–	Sell	-608	Closed	-$33.1K	–	792
2023 Q4	$34K	Buy	608 +117	+24%	+$5.16K	0.01%	461
2023 Q3	$23K	Sell	491 -922	-65%	-$47.4K	﹤0.01%	471
2023 Q2	$71K	Buy	1,413 +1,222	+640%	+$56.2K	0.01%	377
2023 Q1	$8K	Buy	191 +164	+607%	+$6.97K	﹤0.01%	657
2022 Q4	$1K	Hold	27	–	–	﹤0.01%	744
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	791
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	709
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	729
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	761
2021 Q3	$2K	Sell	27 -168	-86%	-$17K	﹤0.01%	745
2021 Q2	$23K	Sell	195 -444	-69%	-$54K	﹤0.01%	610
2021 Q1	$82K	Buy	639 +100	+19%	+$14.8K	0.01%	294
2020 Q4	$69K	Sell	539 -349	-39%	-$38.6K	0.01%	318
2020 Q3	$97K	Buy	+888	New	+$69.4K	0.01%	278

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return