JPLA
ZG icon

Joseph P. Lucia & Associates’s Zillow ZG Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q3 		– Sell
-2,445
Closed -$141K – 473
2020
Q2 		$141K Buy
2,445
+945
+63% +$46.6K 0.13% 107
2020
Q1 		$51K Buy
1,500
+600
+67% +$27.5K 0.06% 154
2019
Q4 		$41K Buy
900
+300
+50% +$11.1K 0.04% 193
2019
Q3 		$18K Buy
600
+100
+20% +$3.96K 0.02% 256
2019
Q2 		$23K Buy
+500
New +$19.6K 0.02% 233

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
CCP
Camelot Capital Partners Laguna Beach, California $686M AUM 163.55% 1-Year Est. Return

Joseph P. Lucia & Associates's ZG Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Zillow (ZG) in Q3 2020, closing a stake of 2,445 shares — an estimated $141K sold.

Joseph P. Lucia & Associates first reported a position in ZG in Q2 2019 and held it in 5 quarters. The position peaked at $141K in Q2 2020. 253 funds tracked by Wall St. Rank hold ZG as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Zillow position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 2,445 Zillow shares in Q3 2020, an estimated $141K.
  • Joseph P. Lucia & Associates first reported a position in Zillow in Q2 2019 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's Zillow position peaked at $141K in Q2 2020.
  • 253 funds tracked by Wall St. Rank held Zillow as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.