IRF
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IBM Retirement Fund’s Zillow ZG Stock Holding History

IBM Retirement Fund’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,643
Closed -$201K – 759
2021
Q2 		$201K Sell
1,643
-330
-17% -$40.8K 0.02% 742
2021
Q1 		$259K Sell
1,973
-176
-8% -$27.2K 0.02% 673
2020
Q4 		$292K Buy
+2,149
New +$242K 0.02% 628
2016
Q1 		– Sell
-10,165
Closed -$265K – 1011
2015
Q4 		$265K Buy
+10,165
New +$290K 0.01% 1091
2015
Q3 		– Sell
-32,415
Closed -$937K – 1008
2015
Q2 		$937K Buy
32,415
+10,305
+47% +$321K 0.02% 784
2015
Q1 		$739K Hold
22,110
– – 0.01% 869
2014
Q4 		$780K Buy
22,110
+2,082
+10% +$76.4K 0.01% 841
2014
Q3 		$774K Sell
20,028
-2,508
-11% -$113K 0.02% 794
2014
Q2 		$1.08M Buy
+22,536
New +$827K 0.02% 748

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BAMCO Inc
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BlackRock
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Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM