SignatureFD’s ZipRecruiter ZIP Stock Holding History

SignatureFD’s Portfolio ZIP Stock Details ZIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-285	Closed	-$1.11K	–	3599
2025 Q4	$1.11K	Hold	285	–	–	﹤0.01%	3101
2025 Q3	$1.2K	Sell	285 -136	-32%	-$636	﹤0.01%	3050
2025 Q2	$2.11K	Sell	421 -580	-58%	-$3.17K	﹤0.01%	2853
2025 Q1	$5.9K	Buy	+1,001	New	+$6.67K	﹤0.01%	2541
2024 Q4	–	Sell	-866	Closed	-$8.23K	–	3421
2024 Q3	$8.23K	Buy	+866	New	+$7.75K	﹤0.01%	2408
2023 Q3	–	Sell	-24	Closed	-$426	–	3324
2023 Q2	$426	Buy	24 +8	+50%	+$132	﹤0.01%	3082
2023 Q1	$255	Buy	16 +6	+60%	+$108	﹤0.01%	3166
2022 Q4	$164	Buy	10 +1	+11%	+$17	﹤0.01%	3205
2022 Q3	$0	Buy	+9	New	+$157	﹤0.01%	3396

Other funds holding ZIP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return