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Sterling Investment Advisors (Pennsylvania)’s Zillow ZG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-200
Closed -$6K – 545
2022
Q2 		$6K Hold
200
– – ﹤0.01% 447
2022
Q1 		$10K Buy
200
+100
+100% +$5.29K ﹤0.01% 439
2021
Q4 		$6K Buy
+100
New +$7.18K ﹤0.01% 479

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ZG Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Zillow (ZG) in Q3 2022, closing a stake of 200 shares — an estimated $6K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ZG in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 247 funds tracked by Wall St. Rank hold ZG as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Zillow position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 200 Zillow shares in Q3 2022, an estimated $6K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Zillow in Q4 2021 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Zillow position peaked at $10K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Zillow as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.