Stamos Capital Partners’s Zillow Z Stock Holding History

Stamos Capital Partners’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	-13,790	Closed	-$395K	–	192
2022 Q3	$395K	Buy	+13,790	New	+$479K	0.1%	160

Other funds holding Z

CIA

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

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

CPIH

Consolidated Press International Holdings Sydney, Australia $2.61M AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Stamos Capital Partners's Z Position: Q4 2022 in Review

Stamos Capital Partners sold out of Zillow (Z) in Q4 2022, closing a stake of 13,790 shares — an estimated $395K sold.

Stamos Capital Partners first reported a position in Z in Q3 2022 and held it in 1 quarter. The position peaked at $395K in Q3 2022. 392 funds tracked by Wall St. Rank hold Z as of Q4 2022.

Stamos Capital Partners reported no remaining Zillow position as of Q4 2022 after selling out during the quarter.
Stamos Capital Partners sold 13,790 Zillow shares in Q4 2022, an estimated $395K.
Stamos Capital Partners first reported a position in Zillow in Q3 2022 and held it in 1 quarter.
Stamos Capital Partners's Zillow position peaked at $395K in Q3 2022.
392 funds tracked by Wall St. Rank held Zillow as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.