Newbridge Financial Services Group’s Zillow Z Stock Holding History

Newbridge Financial Services Group’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	-1,415	Closed	-$81.9K	–	1325
2023 Q4	$81.9K	Buy	1,415 +618	+78%	+$27.2K	0.04%	308
2023 Q3	$36.8K	Hold	797	–	–	0.02%	493
2023 Q2	$40.1K	Sell	797 -47	-6%	-$2.16K	0.02%	512
2023 Q1	$37.5K	Hold	844	–	–	0.02%	532
2022 Q4	$27.2K	Sell	844 -175	-17%	-$5.8K	0.02%	629
2022 Q3	$29K	Buy	1,019 +50	+5%	+$1.74K	0.02%	595
2022 Q2	$31K	Sell	969 -153	-14%	-$6.15K	0.02%	529
2022 Q1	$55K	Buy	1,122 +170	+18%	+$9.14K	0.03%	460
2021 Q4	$61K	Buy	952 +646	+211%	+$46.6K	0.03%	413
2021 Q3	$27K	Sell	306 -4	-1%	-$405	0.02%	586
2021 Q2	$38K	Buy	310 +58	+23%	+$7.06K	0.02%	532
2021 Q1	$33K	Buy	252 +197	+358%	+$29.2K	0.02%	538
2020 Q4	$7K	Sell	55 -1,445	-96%	-$160K	0.01%	800
2020 Q3	$152K	Buy	+1,500	New	+$117K	0.15%	142

Other funds holding Z

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

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

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

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

Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return