O'Shaughnessy Asset Management’s Zillow ZG Stock Holding History

O'Shaughnessy Asset Management’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
2026 Q1	$90.5K	Sell	2,187 -112	-5%	-$5.91K	﹤0.01%	2134
2025 Q4	$157K	Sell	2,299 -121	-5%	-$8.51K	﹤0.01%	2046
2025 Q3	$180K	Buy	2,420 +687	+40%	+$54.1K	﹤0.01%	1977
2025 Q2	$119K	Buy	1,733 +146	+9%	+$9.67K	﹤0.01%	1928
2025 Q1	$106K	Buy	1,587 +396	+33%	+$29.3K	﹤0.01%	1887
2024 Q4	$84.4K	Buy	1,191 +138	+13%	+$9.51K	﹤0.01%	1873
2024 Q3	$64K	Buy	+1,053	New	+$54.8K	﹤0.01%	1846
2024 Q2	–	Sell	-489	Closed	-$23.4K	–	2060
2024 Q1	$23.4K	Buy	489 +56	+13%	+$2.96K	﹤0.01%	1717
2023 Q4	$24.6K	Buy	+433	New	+$18.5K	﹤0.01%	1599
2022 Q1	–	Sell	-96	Closed	-$6K	–	1386
2021 Q4	$6K	Hold	96	–	–	﹤0.01%	1242
2021 Q3	$9K	Sell	96 -13	-12%	-$1.33K	﹤0.01%	2202
2021 Q2	$13K	Buy	109 +5	+5%	+$618	﹤0.01%	1951
2021 Q1	$14K	Buy	104 +6	+6%	+$926	﹤0.01%	1711
2020 Q4	$13K	Hold	98	–	–	﹤0.01%	1507
2020 Q3	$10K	Hold	98	–	–	﹤0.01%	1370
2020 Q2	$6K	Buy	+98	New	+$4.83K	﹤0.01%	1355

Other funds holding ZG

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return