Rise Advisors’s Zillow ZG Stock Holding History

Rise Advisors’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
2024 Q3	–	Sell	-5	Closed	-$225	–	1256
2024 Q2	$225	Hold	5	–	–	﹤0.01%	1216
2024 Q1	$239	Hold	5	–	–	﹤0.01%	1238
2023 Q4	$284	Hold	5	–	–	﹤0.01%	586
2023 Q3	$224	Hold	5	–	–	﹤0.01%	613
2023 Q2	$246	Hold	5	–	–	﹤0.01%	649
2023 Q1	$219	Hold	5	–	–	﹤0.01%	781
2022 Q4	$156	Hold	5	–	–	﹤0.01%	747
2022 Q3	$0	Hold	5	–	–	﹤0.01%	754
2022 Q2	$0	Hold	5	–	–	﹤0.01%	741
2022 Q1	$0	Hold	5	–	–	﹤0.01%	681
2021 Q4	$311	Buy	+5	New	+$359	﹤0.01%	633

Other funds holding ZG

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

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

IFP

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Rise Advisors's ZG Position: Q3 2024 in Review

Rise Advisors sold out of Zillow (ZG) in Q3 2024, closing a stake of 5 shares — an estimated $225 sold.

Rise Advisors first reported a position in ZG in Q4 2021 and held it in 11 quarters. The position peaked at $311 in Q4 2021. 276 funds tracked by Wall St. Rank hold ZG as of Q3 2024.

Rise Advisors reported no remaining Zillow position as of Q3 2024 after selling out during the quarter.
Rise Advisors sold 5 Zillow shares in Q3 2024, an estimated $225.
Rise Advisors first reported a position in Zillow in Q4 2021 and held it in 11 quarters.
Rise Advisors's Zillow position peaked at $311 in Q4 2021.
276 funds tracked by Wall St. Rank held Zillow as of Q3 2024.

Based on Rise Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.