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	–	853
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	$13	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

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return