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Richardson Financial Services’s Ziff Davis ZD Stock Holding History

Richardson Financial Services’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-103
Closed -$6.92K – 645
2023
Q4 		$6.92K Buy
+103
New +$6.53K 0.01% 347

Other funds holding ZD

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ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

Richardson Financial Services's ZD Position: Q1 2024 in Review

Richardson Financial Services sold out of Ziff Davis (ZD) in Q1 2024, closing a stake of 103 shares — an estimated $6.92K sold.

Richardson Financial Services first reported a position in ZD in Q4 2023 and held it in 1 quarter. The position peaked at $6.92K in Q4 2023. 275 funds tracked by Wall St. Rank hold ZD as of Q1 2024.

  • Richardson Financial Services reported no remaining Ziff Davis position as of Q1 2024 after selling out during the quarter.
  • Richardson Financial Services sold 103 Ziff Davis shares in Q1 2024, an estimated $6.92K.
  • Richardson Financial Services first reported a position in Ziff Davis in Q4 2023 and held it in 1 quarter.
  • Richardson Financial Services's Ziff Davis position peaked at $6.92K in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2024.

Based on Richardson Financial Services's 13F filing for Q1 2024, filed 3 May 2024.