Kovitz Investment Group Partners
Z icon

Kovitz Investment Group Partners’s Zillow Z Stock Holding History

Kovitz Investment Group Partners’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
Q2 		– Sell
-13,845
Closed -$616K – 450
2023
Q1 		$616K Sell
13,845
-497
-3% -$21.1K 0.01% 330
2022
Q4 		$462K Sell
14,342
-251
-2% -$8.31K 0.01% 337
2022
Q3 		$418K Buy
+14,593
New +$507K 0.01% 334
2022
Q2 		– Sell
-5,201
Closed -$256K – 431
2022
Q1 		$256K Buy
+5,201
New +$280K ﹤0.01% 392

Other funds holding Z

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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

Kovitz Investment Group Partners's Z Position: Q2 2023 in Review

Kovitz Investment Group Partners sold out of Zillow (Z) in Q2 2023, closing a stake of 13,845 shares — an estimated $616K sold.

Kovitz Investment Group Partners first reported a position in Z in Q1 2022 and held it in 4 quarters. The position peaked at $616K in Q1 2023. 424 funds tracked by Wall St. Rank hold Z as of Q2 2023.

  • Kovitz Investment Group Partners reported no remaining Zillow position as of Q2 2023 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 13,845 Zillow shares in Q2 2023, an estimated $616K.
  • Kovitz Investment Group Partners first reported a position in Zillow in Q1 2022 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Zillow position peaked at $616K in Q1 2023.
  • 424 funds tracked by Wall St. Rank held Zillow as of Q2 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2023, filed 8 Aug 2023.