Lenox Wealth Advisors’s Zillow Z Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$5K	Hold	106	–	–	﹤0.01%	570
2021 Q4	$7K	Hold	106	–	–	﹤0.01%	561
2021 Q3	$9K	Hold	106	–	–	﹤0.01%	491
2021 Q2	$13K	Hold	106	–	–	﹤0.01%	432
2021 Q1	$14K	Hold	106	–	–	﹤0.01%	366
2020 Q4	$14K	Hold	106	–	–	﹤0.01%	380
2020 Q3	$11K	Hold	106	–	–	﹤0.01%	368
2020 Q2	$6K	Hold	106	–	–	﹤0.01%	421
2020 Q1	$4K	Hold	106	–	–	﹤0.01%	466
2019 Q4	$5K	Sell	106 -181	-63%	-$6.74K	﹤0.01%	490
2019 Q3	$9K	Hold	287	–	–	﹤0.01%	374
2019 Q2	$13K	Sell	287 -157	-35%	-$6.25K	﹤0.01%	258
2019 Q1	$15K	Hold	444	–	–	﹤0.01%	231
2018 Q4	$14K	Hold	444	–	–	﹤0.01%	224
2018 Q3	$20K	Hold	444	–	–	﹤0.01%	208
2018 Q2	$26K	Sell	444 -57	-11%	-$3.16K	0.01%	224
2018 Q1	$27K	Buy	501 +395	+373%	+$19.1K	0.01%	237
2017 Q4	$4K	Buy	+106	New	+$4.36K	﹤0.01%	257

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

IFP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIM

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

TCMI

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Lenox Wealth Advisors's Z Position: Q1 2022 in Review

Lenox Wealth Advisors held its Zillow (Z) position steady in Q1 2022 at 106 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Lenox Wealth Advisors first reported a position in Z in Q4 2017 and has held it in 18 quarters since. The position peaked at $27K in Q1 2018. 450 funds tracked by Wall St. Rank hold Z as of Q1 2022.

Lenox Wealth Advisors held 106 shares of Zillow worth $5K as of Q1 2022.
Lenox Wealth Advisors left its Zillow share count unchanged in Q1 2022.
Zillow made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #570 holding.
Lenox Wealth Advisors first reported a position in Zillow in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's Zillow position peaked at $27K in Q1 2018.
450 funds tracked by Wall St. Rank held Zillow as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.