Sonora Investment Management’s Zillow Z Stock Holding History

Sonora Investment 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
2021 Q3	$756K	Buy	8,572 +8,372	+4,186%	+$847K	0.09%	111
2021 Q2	$24K	Hold	200	–	–	﹤0.01%	540
2021 Q1	$26K	Hold	200	–	–	﹤0.01%	840
2020 Q4	$26K	Hold	200	–	–	﹤0.01%	813
2020 Q3	$20K	Hold	200	–	–	﹤0.01%	907
2020 Q2	$12K	Hold	200	–	–	﹤0.01%	993
2020 Q1	$7K	Hold	200	–	–	﹤0.01%	1177
2019 Q4	$9K	Hold	200	–	–	﹤0.01%	1272
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	1359
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	1241
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	1176
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	998
2018 Q3	$9K	Hold	200	–	–	﹤0.01%	929
2018 Q2	$12K	Hold	200	–	–	﹤0.01%	736
2018 Q1	$10.8K	Hold	200	–	–	﹤0.01%	764
2017 Q4	$8.18K	Hold	200	–	–	﹤0.01%	852
2017 Q3	$8.04K	Hold	200	–	–	﹤0.01%	780
2017 Q2	$9.8K	Hold	200	–	–	﹤0.01%	733
2017 Q1	$6.73K	Hold	200	–	–	﹤0.01%	750
2016 Q4	$7.29K	Hold	200	–	–	﹤0.01%	660
2016 Q3	$6.93K	Hold	200	–	–	﹤0.01%	643
2016 Q2	$7.26K	Hold	200	–	–	﹤0.01%	645
2016 Q1	$4.97K	Hold	200	–	–	﹤0.01%	735
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	644
2015 Q3	$5K	Buy	+200	New	+$5.22K	﹤0.01%	753

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Sonora Investment Management's Z Position: Q3 2021 in Review

Sonora Investment Management increased its Zillow (Z) stake by 4,186% in Q3 2021, buying an estimated $847K and bringing the position to 8,572 shares worth $756K. The position accounts for 0.09% of the portfolio, ranked #111.

Sonora Investment Management first reported a position in Z in Q3 2015 and has held it in 25 quarters since. 501 funds tracked by Wall St. Rank hold Z as of Q3 2021.

Sonora Investment Management held 8,572 shares of Zillow worth $756K as of Q3 2021.
Sonora Investment Management bought 8,372 Zillow shares in Q3 2021, an estimated $847K.
Zillow made up 0.09% of Sonora Investment Management's portfolio in Q3 2021, its #111 holding.
Sonora Investment Management first reported a position in Zillow in Q3 2015 and has held it in 25 quarters since.
501 funds tracked by Wall St. Rank held Zillow as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.