LF
Z icon

Lee Financial’s Zillow Z Stock Holding History

Lee Financial’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
Q1 		– Sell
-41
Closed -$2.37K – 841
2023
Q4 		$2.37K Hold
41
– – ﹤0.01% 709
2023
Q3 		$1.89K Hold
41
– – ﹤0.01% 699
2023
Q2 		$2.06K Buy
+41
New +$1.89K ﹤0.01% 654
2021
Q4 		– Sell
-6
Closed -$1K – 965
2021
Q3 		$1K Sell
6
-24
-80% -$2.43K ﹤0.01% 693
2021
Q2 		$4K Buy
+30
New +$3.65K ﹤0.01% 491

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Lee Financial's Z Position: Q1 2024 in Review

Lee Financial sold out of Zillow (Z) in Q1 2024, closing a stake of 41 shares — an estimated $2.37K sold.

Lee Financial first reported a position in Z in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q2 2021. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

  • Lee Financial reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 41 Zillow shares in Q1 2024, an estimated $2.37K.
  • Lee Financial first reported a position in Zillow in Q2 2021 and held it in 5 quarters.
  • Lee Financial's Zillow position peaked at $4K in Q2 2021.
  • 434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.