Institutional & Family Asset Management’s Zillow Z Stock Holding History

Institutional & Family Asset 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
2021 Q2	–	Sell	-53	Closed	-$7K	–	1016
2021 Q1	$7K	Buy	+53	New	+$7.86K	﹤0.01%	638

Other funds holding Z

CIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Institutional & Family Asset Management's Z Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Zillow (Z) in Q2 2021, closing a stake of 53 shares — an estimated $7K sold.

Institutional & Family Asset Management first reported a position in Z in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 527 funds tracked by Wall St. Rank hold Z as of Q2 2021.

Institutional & Family Asset Management reported no remaining Zillow position as of Q2 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 53 Zillow shares in Q2 2021, an estimated $7K.
Institutional & Family Asset Management first reported a position in Zillow in Q1 2021 and held it in 1 quarter.
Institutional & Family Asset Management's Zillow position peaked at $7K in Q1 2021.
527 funds tracked by Wall St. Rank held Zillow as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.