Phase 2 Partners’s Zillow Z Stock Holding History

Phase 2 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
2024 Q4	–	Sell	-88,000	Closed	-$5.62M	–	35
2024 Q3	$5.62M	Sell	88,000 -89,490	-50%	-$4.81M	3.32%	17
2024 Q2	$8.23M	Sell	177,490 -16,570	-9%	-$729K	4.95%	8
2024 Q1	$9.47M	Buy	194,060 +89,684	+86%	+$4.88M	4.95%	9
2023 Q4	$6.04M	Buy	+104,376	New	+$4.6M	3.19%	17

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phase 2 Partners's Z Position: Q4 2024 in Review

Phase 2 Partners sold out of Zillow (Z) in Q4 2024, closing a stake of 88,000 shares — an estimated $5.62M sold.

Phase 2 Partners first reported a position in Z in Q4 2023 and held it in 4 quarters. The position peaked at $9.47M in Q1 2024. 498 funds tracked by Wall St. Rank hold Z as of Q4 2024.

Phase 2 Partners reported no remaining Zillow position as of Q4 2024 after selling out during the quarter.
Phase 2 Partners sold 88,000 Zillow shares in Q4 2024, an estimated $5.62M.
Phase 2 Partners first reported a position in Zillow in Q4 2023 and held it in 4 quarters.
Phase 2 Partners's Zillow position peaked at $9.47M in Q1 2024.
498 funds tracked by Wall St. Rank held Zillow as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.