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Mid Atlantic Financial Management’s Zillow Z Stock Holding History

Mid Atlantic Financial Management’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
Q3 		– Sell
-1,885
Closed -$230K – 979
2021
Q2 		$230K Hold
1,885
– – 0.02% 776
2021
Q1 		$244K Buy
1,885
+85
+5% +$12.6K 0.02% 712
2020
Q4 		$234K Sell
1,800
-470
-21% -$52K 0.02% 673
2020
Q3 		$236K Sell
2,270
-2,880
-56% -$225K 0.02% 616
2020
Q2 		$297K Sell
5,150
-1,130
-18% -$56.1K 0.03% 483
2020
Q1 		$226K Buy
6,280
+450
+8% +$20.8K 0.03% 529
2019
Q4 		$268K Buy
+5,830
New +$217K 0.03% 558

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Mid Atlantic Financial Management's Z Position: Q3 2021 in Review

Mid Atlantic Financial Management sold out of Zillow (Z) in Q3 2021, closing a stake of 1,885 shares — an estimated $230K sold.

Mid Atlantic Financial Management first reported a position in Z in Q4 2019 and held it in 7 quarters. The position peaked at $297K in Q2 2020. 501 funds tracked by Wall St. Rank hold Z as of Q3 2021.

  • Mid Atlantic Financial Management reported no remaining Zillow position as of Q3 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 1,885 Zillow shares in Q3 2021, an estimated $230K.
  • Mid Atlantic Financial Management first reported a position in Zillow in Q4 2019 and held it in 7 quarters.
  • Mid Atlantic Financial Management's Zillow position peaked at $297K in Q2 2020.
  • 501 funds tracked by Wall St. Rank held Zillow as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.