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Mark Sheptoff Financial Planning’s Zillow ZG Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$11.3K – 426
2023
Q4 		$11.3K Hold
200
– – 0.01% 278
2023
Q3 		$8.96K Hold
200
– – 0.01% 274
2023
Q2 		$9.84K Hold
200
– – 0.01% 277
2023
Q1 		$8.74K Hold
200
– – 0.01% 273
2022
Q4 		$6.24K Hold
200
– – ﹤0.01% 300
2022
Q3 		$6K Hold
200
– – ﹤0.01% 286
2022
Q2 		$6K Hold
200
– – ﹤0.01% 296
2022
Q1 		$10K Hold
200
– – 0.01% 299
2021
Q4 		$12K Buy
+200
New +$14.4K 0.01% 306

Other funds holding ZG

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's ZG Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of Zillow (ZG) in Q1 2024, closing a stake of 200 shares — an estimated $11.3K sold.

Mark Sheptoff Financial Planning first reported a position in ZG in Q4 2021 and held it in 9 quarters. The position peaked at $12K in Q4 2021. 257 funds tracked by Wall St. Rank hold ZG as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Zillow shares in Q1 2024, an estimated $11.3K.
  • Mark Sheptoff Financial Planning first reported a position in Zillow in Q4 2021 and held it in 9 quarters.
  • Mark Sheptoff Financial Planning's Zillow position peaked at $12K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.