SIA
ZG icon

Schechter Investment Advisors’s Zillow ZG Stock Holding History

Schechter Investment 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
2022
Q3 		– Sell
-14,969
Closed -$476K – 996
2022
Q2 		$476K Sell
14,969
-487
-3% -$19.2K 0.05% 548
2022
Q1 		$745K Sell
15,456
-253
-2% -$13.4K 0.07% 404
2021
Q4 		$977K Buy
+15,709
New +$1.13M 0.09% 311

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Schechter Investment Advisors's ZG Position: Q3 2022 in Review

Schechter Investment Advisors sold out of Zillow (ZG) in Q3 2022, closing a stake of 14,969 shares — an estimated $476K sold.

Schechter Investment Advisors first reported a position in ZG in Q4 2021 and held it in 3 quarters. The position peaked at $977K in Q4 2021. 247 funds tracked by Wall St. Rank hold ZG as of Q3 2022.

  • Schechter Investment Advisors reported no remaining Zillow position as of Q3 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 14,969 Zillow shares in Q3 2022, an estimated $476K.
  • Schechter Investment Advisors first reported a position in Zillow in Q4 2021 and held it in 3 quarters.
  • Schechter Investment Advisors's Zillow position peaked at $977K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Zillow as of Q3 2022.

Based on Schechter Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.