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Steward Financial Group’s Zillow Z Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+90
New +$4.63K ﹤0.01% 777
2023
Q2 		– Sell
-71
Closed -$3K – 1025
2023
Q1 		$3K Buy
71
+62
+689% +$2.63K ﹤0.01% 452
2022
Q4 		$0 Buy
+9
New +$298 ﹤0.01% 842

Other funds holding Z

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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Steward Financial Group's Z Position: Q3 2023 in Review

Steward Financial Group opened a new position in Zillow (Z) in Q3 2023: 90 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in Z as recently as Q1 2023.

Steward Financial Group first reported a position in Z in Q4 2022 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold Z as of Q3 2023.

  • Steward Financial Group held 90 shares of Zillow worth $4K as of Q3 2023.
  • Zillow was a new Steward Financial Group position in Q3 2023.
  • Zillow made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #777 holding.
  • Steward Financial Group first reported a position in Zillow in Q4 2022 and has held it in 3 quarters since.
  • 407 funds tracked by Wall St. Rank held Zillow as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.