SteelPeak Wealth’s Zillow ZG Stock Holding History

SteelPeak Wealth’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
2022 Q1	–	Sell	-6,526	Closed	-$406K	–	494
2021 Q4	$406K	Buy	6,526 +2,232	+52%	+$160K	0.02%	292
2021 Q3	$380K	Sell	4,294 -3,928	-48%	-$401K	0.03%	287
2021 Q2	$1.01M	Buy	8,222 +1,218	+17%	+$150K	0.07%	181
2021 Q1	$920K	Buy	+7,004	New	+$1.08M	0.07%	171

Other funds holding ZG

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

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

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

Norges Bank Oslo, Norway $1T AUM

IFP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

SteelPeak Wealth's ZG Position: Q1 2022 in Review

SteelPeak Wealth sold out of Zillow (ZG) in Q1 2022, closing a stake of 6,526 shares — an estimated $406K sold.

SteelPeak Wealth first reported a position in ZG in Q1 2021 and held it in 4 quarters. The position peaked at $1.01M in Q2 2021. 303 funds tracked by Wall St. Rank hold ZG as of Q1 2022.

SteelPeak Wealth reported no remaining Zillow position as of Q1 2022 after selling out during the quarter.
SteelPeak Wealth sold 6,526 Zillow shares in Q1 2022, an estimated $406K.
SteelPeak Wealth first reported a position in Zillow in Q1 2021 and held it in 4 quarters.
SteelPeak Wealth's Zillow position peaked at $1.01M in Q2 2021.
303 funds tracked by Wall St. Rank held Zillow as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.