Paloma Partners’s Zillow Z Stock Holding History

Paloma Partners’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	–	Sell	-38,200	Closed	-$3.37M	–	2148
2021 Q3	$3.37M	Sell	38,200 -34,100	-47%	-$3.45M	0.08%	153
2021 Q2	$8.84M	Buy	72,300 +12,800	+22%	+$1.56M	0.16%	102
2021 Q1	$7.71M	Buy	59,500 +35,500	+148%	+$5.27M	0.16%	104
2020 Q4	$3.12M	Buy	24,000 +20,000	+500%	+$2.21M	0.08%	262
2020 Q3	$407K	Buy	4,000 +2,200	+122%	+$172K	0.01%	1302
2020 Q2	$104K	Buy	+1,800	New	+$89.3K	﹤0.01%	1891

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paloma Partners's Z Position: Q4 2024 in Review

Paloma Partners sold out of Zillow (Z) in Q4 2024, closing a stake of 9,298 shares — an estimated $594K sold.

Paloma Partners first reported a position in Z in Q3 2017 and held it in 14 quarters. The position peaked at $4.55M in Q2 2020. 499 funds tracked by Wall St. Rank hold Z as of Q4 2024.

Paloma Partners reported no remaining Zillow position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 9,298 Zillow shares in Q4 2024, an estimated $594K.
Paloma Partners first reported a position in Zillow in Q3 2017 and held it in 14 quarters.
Paloma Partners's Zillow position peaked at $4.55M in Q2 2020.
499 funds tracked by Wall St. Rank held Zillow as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.