Schwarz Dygos Wheeler Investment Advisors’s Zillow Z Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
2022 Q2	–	Sell	-17,509	Closed	-$863K	–	147
2022 Q1	$863K	Sell	17,509 -11,247	-39%	-$605K	0.29%	57
2021 Q4	$1.84M	Hold	28,756	–	–	0.62%	41
2021 Q3	$2.54M	Sell	28,756 -2,500	-8%	-$253K	0.93%	30
2021 Q2	$3.82M	Buy	31,256 +2,500	+9%	+$304K	1.39%	18
2021 Q1	$3.73M	Hold	28,756	–	–	1.54%	15
2020 Q4	$3.73M	Hold	28,756	–	–	1.8%	14
2020 Q3	$2.92M	Hold	28,756	–	–	1.65%	15
2020 Q2	$1.67M	Buy	28,756 +1,000	+4%	+$49.6K	1.09%	23
2020 Q1	$1M	Buy	+27,756	New	+$1.28M	0.85%	32

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

TCMI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCMV

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

Schwarz Dygos Wheeler Investment Advisors's Z Position: Q2 2022 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Zillow (Z) in Q2 2022, closing a stake of 17,509 shares — an estimated $863K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in Z in Q1 2020 and held it in 9 quarters. The position peaked at $3.82M in Q2 2021. 392 funds tracked by Wall St. Rank hold Z as of Q2 2022.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Zillow position as of Q2 2022 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 17,509 Zillow shares in Q2 2022, an estimated $863K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Zillow in Q1 2020 and held it in 9 quarters.
Schwarz Dygos Wheeler Investment Advisors's Zillow position peaked at $3.82M in Q2 2021.
392 funds tracked by Wall St. Rank held Zillow as of Q2 2022.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.