Sageworth Trust’s Zillow Z Stock Holding History

Sageworth Trust’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
2023 Q2	–	Sell	-302	Closed	-$13.4K	–	454
2023 Q1	$13.4K	Buy	+302	New	+$12.8K	﹤0.01%	254

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

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

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

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

Sageworth Trust's Z Position: Q2 2023 in Review

Sageworth Trust sold out of Zillow (Z) in Q2 2023, closing a stake of 302 shares — an estimated $13.4K sold.

Sageworth Trust first reported a position in Z in Q1 2023 and held it in 1 quarter. The position peaked at $13.4K in Q1 2023. 424 funds tracked by Wall St. Rank hold Z as of Q2 2023.

Sageworth Trust reported no remaining Zillow position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 302 Zillow shares in Q2 2023, an estimated $13.4K.
Sageworth Trust first reported a position in Zillow in Q1 2023 and held it in 1 quarter.
Sageworth Trust's Zillow position peaked at $13.4K in Q1 2023.
424 funds tracked by Wall St. Rank held Zillow as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.