Hudson Value Partners’s Zillow Z Stock Holding History

Hudson Value Partners’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
2022 Q1	–	Sell	-3,940	Closed	-$252K	–	120
2021 Q4	$252K	Sell	3,940 -575	-13%	-$41.4K	0.12%	109
2021 Q3	$398K	Hold	4,515	–	–	0.22%	89
2021 Q2	$552K	Hold	4,515	–	–	0.3%	80
2021 Q1	$585K	Sell	4,515 -1,560	-26%	-$231K	0.35%	76
2020 Q4	$792K	Buy	+6,075	New	+$672K	0.53%	64

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Hudson Value Partners's Z Position: Q1 2022 in Review

Hudson Value Partners sold out of Zillow (Z) in Q1 2022, closing a stake of 3,940 shares — an estimated $252K sold.

Hudson Value Partners first reported a position in Z in Q4 2020 and held it in 5 quarters. The position peaked at $792K in Q4 2020. 450 funds tracked by Wall St. Rank hold Z as of Q1 2022.

Hudson Value Partners reported no remaining Zillow position as of Q1 2022 after selling out during the quarter.
Hudson Value Partners sold 3,940 Zillow shares in Q1 2022, an estimated $252K.
Hudson Value Partners first reported a position in Zillow in Q4 2020 and held it in 5 quarters.
Hudson Value Partners's Zillow position peaked at $792K in Q4 2020.
450 funds tracked by Wall St. Rank held Zillow as of Q1 2022.

Based on Hudson Value Partners's 13F filing for Q1 2022, filed 14 Apr 2022.