Selkirk Management’s Zillow Z Stock Holding History

Selkirk 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
2022 Q4	–	Sell	-39,000	Closed	-$1.12M	–	13
2022 Q3	$1.12M	Hold	39,000	–	–	1.33%	14
2022 Q2	$1.24M	Sell	39,000 -225,000	-85%	-$9.04M	1.45%	12
2022 Q1	$13M	Sell	264,000 -10,000	-4%	-$538K	8.22%	4
2021 Q4	$17.5M	Buy	274,000 +84,000	+44%	+$6.05M	9.36%	4
2021 Q3	$16.7M	Hold	190,000	–	–	6.82%	5
2021 Q2	$23.2M	Sell	190,000 -44,000	-19%	-$5.35M	8.44%	4
2021 Q1	$30.3M	Hold	234,000	–	–	9.02%	4
2020 Q4	$30.4M	Hold	234,000	–	–	9.84%	3
2020 Q3	$23.8M	Hold	234,000	–	–	7.55%	4
2020 Q2	$13.5M	Hold	234,000	–	–	5.78%	5
2020 Q1	$8.43M	Hold	234,000	–	–	4.76%	8
2019 Q4	$10.8M	Hold	234,000	–	–	5.39%	9
2019 Q3	$6.98M	Hold	234,000	–	–	3.94%	12
2019 Q2	$10.9M	Hold	234,000	–	–	5.84%	5
2019 Q1	$8.13M	Hold	234,000	–	–	4.61%	9
2018 Q4	$7.39M	Hold	234,000	–	–	5%	10
2018 Q3	$10.4M	Hold	234,000	–	–	5.28%	6
2018 Q2	$13.8M	Hold	234,000	–	–	7.12%	4
2018 Q1	$12.6M	Buy	234,000 +88,000	+60%	+$4.24M	6.46%	6
2017 Q4	$5.97M	Hold	146,000	–	–	3.19%	13
2017 Q3	$5.87M	Buy	146,000 +136,000	+1,360%	+$5.74M	3.21%	13
2017 Q2	$490K	Hold	10,000	–	–	0.28%	20
2017 Q1	$337K	Buy	+10,000	New	+$356K	0.19%	20
2015 Q4	–	Sell	-123,600	Closed	-$3.34M	–	20
2015 Q3	$3.34M	Buy	+123,600	New	+$3.23M	2.07%	17

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 $5.72T AUM 30.48% 1-Year Est. Return

CPIH

Consolidated Press International Holdings Sydney, Australia $631K AUM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Selkirk Management's Z Position: Q4 2022 in Review

Selkirk Management sold out of Zillow (Z) in Q4 2022, closing a stake of 39,000 shares — an estimated $1.12M sold.

Selkirk Management first reported a position in Z in Q3 2015 and held it in 24 quarters. The position peaked at $30.4M in Q4 2020. 392 funds tracked by Wall St. Rank hold Z as of Q4 2022.

Selkirk Management reported no remaining Zillow position as of Q4 2022 after selling out during the quarter.
Selkirk Management sold 39,000 Zillow shares in Q4 2022, an estimated $1.12M.
Selkirk Management first reported a position in Zillow in Q3 2015 and held it in 24 quarters.
Selkirk Management's Zillow position peaked at $30.4M in Q4 2020.
392 funds tracked by Wall St. Rank held Zillow as of Q4 2022.

Based on Selkirk Management's 13F filing for Q4 2022, filed 14 Feb 2023.