Summit Trail Advisors’s Zillow Z Stock Holding History

Summit Trail Advisors’s Portfolio Z Stock Details Z Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.13M	Buy
2025 Q2	$704K	Buy
2025 Q1	$589K	Sell
2024 Q4	$684K	Buy
2024 Q3	$567K	Buy
2018 Q1	–	Sell
2017 Q4	$2K	Buy