SMFS
ZD icon

Squar Milner Financial Services’s Ziff Davis ZD Stock Holding History

Squar Milner Financial Services’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-39
Closed -$3K – 891
2019
Q4 		$3K Buy
+39
New +$3.22K ﹤0.01% 718

Other funds holding ZD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's ZD Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Ziff Davis (ZD) in Q1 2020, closing a stake of 39 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in ZD in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 307 funds tracked by Wall St. Rank hold ZD as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Ziff Davis position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 39 Ziff Davis shares in Q1 2020, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Ziff Davis in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Ziff Davis position peaked at $3K in Q4 2019.
  • 307 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.