Rise Advisors’s Ziff Davis ZD Stock Holding History

Rise Advisors’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
2025 Q1	–	Sell	-301	Closed	-$16.4K	–	1573
2024 Q4	$16.4K	Hold	301	–	–	0.01%	778
2024 Q3	$14.6K	Hold	301	–	–	0.01%	876
2024 Q2	$16.6K	Hold	301	–	–	0.01%	761
2024 Q1	$19K	Buy	+301	New	+$20K	0.01%	683

Other funds holding ZD

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's ZD Position: Q1 2025 in Review

Rise Advisors sold out of Ziff Davis (ZD) in Q1 2025, closing a stake of 301 shares — an estimated $16.4K sold.

Rise Advisors first reported a position in ZD in Q1 2024 and held it in 4 quarters. The position peaked at $19K in Q1 2024. 268 funds tracked by Wall St. Rank hold ZD as of Q1 2025.

Rise Advisors reported no remaining Ziff Davis position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 301 Ziff Davis shares in Q1 2025, an estimated $16.4K.
Rise Advisors first reported a position in Ziff Davis in Q1 2024 and held it in 4 quarters.
Rise Advisors's Ziff Davis position peaked at $19K in Q1 2024.
268 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.