Next Financial Group’s Zillow Z Stock Holding History

Next Financial 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
2021 Q4	$44K	Buy	686 +154	+29%	+$11.1K	﹤0.01%	1525
2021 Q3	$47K	Buy	532 +162	+44%	+$16.4K	﹤0.01%	1437
2021 Q2	$45K	Sell	370 -138	-27%	-$16.8K	﹤0.01%	1433
2021 Q1	$66K	Buy	508 +416	+452%	+$61.7K	0.01%	1177
2020 Q4	$12K	Sell	92 -533	-85%	-$59K	﹤0.01%	1734
2020 Q3	$63K	Buy	+625	New	+$48.8K	0.01%	1023
2017 Q3	–	Sell	-750	Closed	-$37K	–	1975
2017 Q2	$37K	Buy	+750	New	+$31.4K	0.01%	866
2017 Q1	–	Sell	-438	Closed	-$16K	–	2327
2016 Q4	$16K	Hold	438	–	–	﹤0.01%	1470
2016 Q3	$15K	Buy	438 +238	+119%	+$8.52K	﹤0.01%	1493
2016 Q2	$7K	Buy	+200	New	+$5.55K	﹤0.01%	1336

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

SIM

SRS Investment Management New York $9.47B AUM 60.12% 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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Next Financial Group's Z Position: Q4 2021 in Review

Next Financial Group increased its Zillow (Z) stake by 29% in Q4 2021, buying an estimated $11.1K and bringing the position to 686 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Next Financial Group first reported a position in Z in Q2 2016 and has held it in 10 quarters since. The position peaked at $66K in Q1 2021. 469 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Next Financial Group held 686 shares of Zillow worth $44K as of Q4 2021.
Next Financial Group bought 154 Zillow shares in Q4 2021, an estimated $11.1K.
Zillow made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1525 holding.
Next Financial Group first reported a position in Zillow in Q2 2016 and has held it in 10 quarters since.
Next Financial Group's Zillow position peaked at $66K in Q1 2021.
469 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.