Laffer Tengler Investments’s Zillow Z Stock Holding History

Laffer Tengler Investments’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 Q4	–	Sell	-3,786	Closed	-$334K	–	390
2021 Q3	$334K	Buy	+3,786	New	+$383K	0.1%	165

Other funds holding Z

CIA

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Laffer Tengler Investments's Z Position: Q4 2021 in Review

Laffer Tengler Investments sold out of Zillow (Z) in Q4 2021, closing a stake of 3,786 shares — an estimated $334K sold.

Laffer Tengler Investments first reported a position in Z in Q3 2021 and held it in 1 quarter. The position peaked at $334K in Q3 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Laffer Tengler Investments reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Laffer Tengler Investments sold 3,786 Zillow shares in Q4 2021, an estimated $334K.
Laffer Tengler Investments first reported a position in Zillow in Q3 2021 and held it in 1 quarter.
Laffer Tengler Investments's Zillow position peaked at $334K in Q3 2021.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Laffer Tengler Investments's 13F filing for Q4 2021, filed 11 Feb 2022.