Kathleen S. Wright Associates’s Zillow Z Stock Holding History

Kathleen S. Wright Associates’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
2023 Q4	–	Sell	-27	Closed	-$1.25K	–	221
2023 Q3	$1.25K	Hold	27	–	–	﹤0.01%	183
2023 Q2	$1.36K	Hold	27	–	–	﹤0.01%	163
2023 Q1	$1.2K	Hold	27	–	–	﹤0.01%	160
2022 Q4	$1K	Hold	27	–	–	﹤0.01%	196
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	181
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	151
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	145
2021 Q4	$2K	Buy	+27	New	+$1.95K	﹤0.01%	138

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

DCM

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

TCMI

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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Kathleen S. Wright Associates's Z Position: Q4 2023 in Review

Kathleen S. Wright Associates sold out of Zillow (Z) in Q4 2023, closing a stake of 27 shares — an estimated $1.25K sold.

Kathleen S. Wright Associates first reported a position in Z in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q4 2021. 444 funds tracked by Wall St. Rank hold Z as of Q4 2023.

Kathleen S. Wright Associates reported no remaining Zillow position as of Q4 2023 after selling out during the quarter.
Kathleen S. Wright Associates sold 27 Zillow shares in Q4 2023, an estimated $1.25K.
Kathleen S. Wright Associates first reported a position in Zillow in Q4 2021 and held it in 8 quarters.
Kathleen S. Wright Associates's Zillow position peaked at $2K in Q4 2021.
444 funds tracked by Wall St. Rank held Zillow as of Q4 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2023, filed 1 Feb 2024.