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Strategic Global Advisors’s Zillow Z Stock Holding History

Strategic Global Advisors’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
2024
Q1 		– Sell
-34,854
Closed -$2.02M – 163
2023
Q4 		$2.02M Sell
34,854
-23,823
-41% -$1.05M 0.46% 75
2023
Q3 		$2.71M Buy
+58,677
New +$3.02M 0.45% 73

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Strategic Global Advisors's Z Position: Q1 2024 in Review

Strategic Global Advisors sold out of Zillow (Z) in Q1 2024, closing a stake of 34,854 shares — an estimated $2.02M sold.

Strategic Global Advisors first reported a position in Z in Q3 2023 and held it in 2 quarters. The position peaked at $2.71M in Q3 2023. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

  • Strategic Global Advisors reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
  • Strategic Global Advisors sold 34,854 Zillow shares in Q1 2024, an estimated $2.02M.
  • Strategic Global Advisors first reported a position in Zillow in Q3 2023 and held it in 2 quarters.
  • Strategic Global Advisors's Zillow position peaked at $2.71M in Q3 2023.
  • 434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on Strategic Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.