Sugarloaf Wealth Management’s Zillow Z Stock Holding History

Sugarloaf Wealth Management’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 Q2	–	Sell	-100	Closed	-$5K	–	842
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	574
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	581
2021 Q3	$9K	Hold	100	–	–	﹤0.01%	535
2021 Q2	$12K	Hold	100	–	–	﹤0.01%	479
2021 Q1	$13K	Hold	100	–	–	﹤0.01%	476
2020 Q4	$13K	Hold	100	–	–	﹤0.01%	458
2020 Q3	$10K	Hold	100	–	–	﹤0.01%	460
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	506
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	554
2019 Q4	$5K	Buy	+100	New	+$3.73K	﹤0.01%	557

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

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

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

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

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

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

Sugarloaf Wealth Management's Z Position: Q2 2022 in Review

Sugarloaf Wealth Management sold out of Zillow (Z) in Q2 2022, closing a stake of 100 shares — an estimated $5K sold.

Sugarloaf Wealth Management first reported a position in Z in Q4 2019 and held it in 10 quarters. The position peaked at $13K in Q1 2021. 392 funds tracked by Wall St. Rank hold Z as of Q2 2022.

Sugarloaf Wealth Management reported no remaining Zillow position as of Q2 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 100 Zillow shares in Q2 2022, an estimated $5K.
Sugarloaf Wealth Management first reported a position in Zillow in Q4 2019 and held it in 10 quarters.
Sugarloaf Wealth Management's Zillow position peaked at $13K in Q1 2021.
392 funds tracked by Wall St. Rank held Zillow as of Q2 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.