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Summit Trail Advisors’s ZipRecruiter ZIP Stock Holding History

Summit Trail Advisors’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,156
Closed -$96.5K – 798
2024
Q3 		$96.5K Buy
+10,156
New +$90.9K ﹤0.01% 704
2024
Q1 		– Sell
-10,093
Closed -$140K – 642
2023
Q4 		$140K Buy
+10,093
New +$125K ﹤0.01% 518

Other funds holding ZIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Summit Trail Advisors's ZIP Position: Q4 2024 in Review

Summit Trail Advisors sold out of ZipRecruiter (ZIP) in Q4 2024, closing a stake of 10,156 shares — an estimated $96.5K sold.

Summit Trail Advisors first reported a position in ZIP in Q4 2023 and held it in 2 quarters. The position peaked at $140K in Q4 2023. 140 funds tracked by Wall St. Rank hold ZIP as of Q4 2024.

  • Summit Trail Advisors reported no remaining ZipRecruiter position as of Q4 2024 after selling out during the quarter.
  • Summit Trail Advisors sold 10,156 ZipRecruiter shares in Q4 2024, an estimated $96.5K.
  • Summit Trail Advisors first reported a position in ZipRecruiter in Q4 2023 and held it in 2 quarters.
  • Summit Trail Advisors's ZipRecruiter position peaked at $140K in Q4 2023.
  • 140 funds tracked by Wall St. Rank held ZipRecruiter as of Q4 2024.

Based on Summit Trail Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.