Think Investments’s Zillow Z Stock Holding History

Think Investments’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	-13,000	Closed	-$641K	–	25
2022 Q1	$641K	Hold	13,000	–	–	0.18%	22
2021 Q4	$830K	Sell	13,000 -77,800	-86%	-$5.61M	0.16%	21
2021 Q3	$8M	Hold	90,800	–	–	0.92%	22
2021 Q2	$11.1M	Buy	90,800 +77,800	+598%	+$9.47M	1.46%	21
2021 Q1	$1.69M	Sell	13,000 -56,400	-81%	-$8.37M	0.29%	22
2020 Q4	$9.01M	Sell	69,400 -70,500	-50%	-$7.8M	1.37%	21
2020 Q3	$14.2M	Hold	139,900	–	–	2.62%	16
2020 Q2	$8.06M	Sell	139,900 -39,700	-22%	-$1.97M	1.98%	16
2020 Q1	$6.47M	Sell	179,600 -82,256	-31%	-$3.8M	2.38%	13
2019 Q4	$12M	Sell	261,856 -240,944	-48%	-$8.98M	4.49%	9
2019 Q3	$15M	Sell	502,800 -243,064	-33%	-$9.69M	5.7%	10
2019 Q2	$34.6M	Buy	+745,864	New	+$29.7M	11.61%	3

Other funds holding Z

CIA

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

IFP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCA

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

TCMI

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

TCMV

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

Think Investments's Z Position: Q2 2022 in Review

Think Investments sold out of Zillow (Z) in Q2 2022, closing a stake of 13,000 shares — an estimated $641K sold.

Think Investments first reported a position in Z in Q2 2019 and held it in 12 quarters. The position peaked at $34.6M in Q2 2019. 391 funds tracked by Wall St. Rank hold Z as of Q2 2022.

Think Investments reported no remaining Zillow position as of Q2 2022 after selling out during the quarter.
Think Investments sold 13,000 Zillow shares in Q2 2022, an estimated $641K.
Think Investments first reported a position in Zillow in Q2 2019 and held it in 12 quarters.
Think Investments's Zillow position peaked at $34.6M in Q2 2019.
391 funds tracked by Wall St. Rank held Zillow as of Q2 2022.

Based on Think Investments's 13F filing for Q2 2022, filed 15 Aug 2022.