SWS Partners’s Zillow Z Stock Holding History

SWS Partners’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
2021 Q4	–	Sell	-18,406	Closed	-$1.62M	–	87
2021 Q3	$1.62M	Buy	+18,406	New	+$1.86M	1.01%	48
2019 Q3	–	Sell	-4,216	Closed	-$203K	–	119
2019 Q2	$203K	Buy	+4,216	New	+$168K	0.13%	116

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

SWS Partners's Z Position: Q4 2021 in Review

SWS Partners sold out of Zillow (Z) in Q4 2021, closing a stake of 18,406 shares — an estimated $1.62M sold.

SWS Partners first reported a position in Z in Q2 2019 and held it in 2 quarters. The position peaked at $1.62M in Q3 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

SWS Partners reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
SWS Partners sold 18,406 Zillow shares in Q4 2021, an estimated $1.62M.
SWS Partners first reported a position in Zillow in Q2 2019 and held it in 2 quarters.
SWS Partners's Zillow position peaked at $1.62M in Q3 2021.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on SWS Partners's 13F filing for Q4 2021, filed 25 Jan 2022.