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Selective Wealth Management’s Zillow Z Stock Holding History

Selective Wealth Management’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
2020
Q1 		– Sell
-127,900
Closed -$5.88M – 349
2019
Q4 		$5.88M Hold
127,900
– – 7.11% 4
2019
Q3 		$3.81M Buy
+127,900
New +$5.1M 5.25% 9
2019
Q2 		– Sell
-12,926
Closed -$4.44M – 44
2019
Q1 		$4.44M Buy
+12,926
New +$461K 5.37% 8

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Selective Wealth Management's Z Position: Q1 2020 in Review

Selective Wealth Management sold out of Zillow (Z) in Q1 2020, closing a stake of 127,900 shares — an estimated $5.88M sold.

Selective Wealth Management first reported a position in Z in Q1 2019 and held it in 3 quarters. The position peaked at $5.88M in Q4 2019. 266 funds tracked by Wall St. Rank hold Z as of Q1 2020.

  • Selective Wealth Management reported no remaining Zillow position as of Q1 2020 after selling out during the quarter.
  • Selective Wealth Management sold 127,900 Zillow shares in Q1 2020, an estimated $5.88M.
  • Selective Wealth Management first reported a position in Zillow in Q1 2019 and held it in 3 quarters.
  • Selective Wealth Management's Zillow position peaked at $5.88M in Q4 2019.
  • 266 funds tracked by Wall St. Rank held Zillow as of Q1 2020.

Based on Selective Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.