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Orion Portfolio Solutions’s Zillow Z Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-40
Closed -$2K – 2101
2020
Q2 		$2K Buy
40
+10
+33% +$496 ﹤0.01% 1851
2020
Q1 		$1K Buy
30
+2
+7% +$92 ﹤0.01% 1832
2019
Q4 		$1K Buy
+28
New +$1.04K ﹤0.01% 1755

Other funds holding Z

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Orion Portfolio Solutions's Z Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Zillow (Z) in Q3 2020, closing a stake of 40 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in Z in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 412 funds tracked by Wall St. Rank hold Z as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Zillow position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 40 Zillow shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Zillow in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Zillow position peaked at $2K in Q2 2020.
  • 412 funds tracked by Wall St. Rank held Zillow as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.