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Kaizen Financial Strategies’s Zillow Z Stock Holding History

Kaizen Financial Strategies’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
Q2 		– Sell
-12,000
Closed -$47.4K – 161
2024
Q1 		$47.4K Hold
12,000
– – 0.03% 125
2023
Q4 		$146K Hold
12,000
– – 0.11% 115
2023
Q3 		$70.5K Hold
12,000
– – 0.06% 110
2023
Q2 		$140K Buy
+12,000
New +$552K 0.12% 112

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Kaizen Financial Strategies's Z Position: Q4 2023 in Review

Kaizen Financial Strategies sold out of Zillow (Z) in Q4 2023, closing a stake of 5,300 shares — an estimated $234K sold.

Kaizen Financial Strategies first reported a position in Z in Q2 2023 and held it in 2 quarters. The position peaked at $291K in Q2 2023. 444 funds tracked by Wall St. Rank hold Z as of Q4 2023.

  • Kaizen Financial Strategies reported no remaining Zillow position as of Q4 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 5,300 Zillow shares in Q4 2023, an estimated $234K.
  • Kaizen Financial Strategies first reported a position in Zillow in Q2 2023 and held it in 2 quarters.
  • Kaizen Financial Strategies's Zillow position peaked at $291K in Q2 2023.
  • 444 funds tracked by Wall St. Rank held Zillow as of Q4 2023.

Based on Kaizen Financial Strategies's 13F filing for Q4 2023, filed 18 Jan 2024.