SFS
ZG icon

Sowell Financial Services’s Zillow ZG Stock Holding History

Sowell Financial Services’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-45
Closed -$5K – 2804
2021
Q1 		$5K Buy
45
+9
+25% +$1.39K ﹤0.01% 2625
2020
Q4 		$5K Sell
36
-45
-56% -$5.07K ﹤0.01% 2297
2020
Q3 		$8K Buy
81
+27
+50% +$2.1K ﹤0.01% 1889
2020
Q2 		$3K Buy
54
+50
+1,250% +$2.46K ﹤0.01% 2087
2020
Q1 		$0 Hold
4
– – ﹤0.01% 2730
2019
Q4 		$0 Hold
4
– – ﹤0.01% 2678
2019
Q3 		$0 Buy
+4
New +$159 ﹤0.01% 2471

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's ZG Position: Q2 2021 in Review

Sowell Financial Services sold out of Zillow (ZG) in Q2 2021, closing a stake of 45 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in ZG in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q3 2020. 343 funds tracked by Wall St. Rank hold ZG as of Q2 2021.

  • Sowell Financial Services reported no remaining Zillow position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 45 Zillow shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Zillow in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Zillow position peaked at $8K in Q3 2020.
  • 343 funds tracked by Wall St. Rank held Zillow as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.