LCGC
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Legacy Capital Group California’s Zillow Z Stock Holding History

Legacy Capital Group California’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
-8,635
Closed -$421K – 342
2024
Q1 		$421K Sell
8,635
-159
-2% -$8.66K 0.16% 185
2023
Q4 		$509K Buy
8,794
+264
+3% +$11.6K 0.2% 157
2023
Q3 		$394K Hold
8,530
– – 0.17% 176
2023
Q2 		$429K Buy
+8,530
New +$392K 0.18% 171

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Legacy Capital Group California's Z Position: Q2 2024 in Review

Legacy Capital Group California sold out of Zillow (Z) in Q2 2024, closing a stake of 8,635 shares — an estimated $421K sold.

Legacy Capital Group California first reported a position in Z in Q2 2023 and held it in 4 quarters. The position peaked at $509K in Q4 2023. 425 funds tracked by Wall St. Rank hold Z as of Q2 2024.

  • Legacy Capital Group California reported no remaining Zillow position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 8,635 Zillow shares in Q2 2024, an estimated $421K.
  • Legacy Capital Group California first reported a position in Zillow in Q2 2023 and held it in 4 quarters.
  • Legacy Capital Group California's Zillow position peaked at $509K in Q4 2023.
  • 425 funds tracked by Wall St. Rank held Zillow as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.