TrueWealth LLC’s Zillow Z Stock Holding History

TrueWealth LLC’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
2019 Q1	–	Sell	-22	Closed	-$1K	–	766
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	720
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	804
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	816
2018 Q1	$1K	Hold	22	–	–	﹤0.01%	787
2017 Q4	$1K	Buy	+22	New	+$905	﹤0.01%	896

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SIM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

TrueWealth LLC's Z Position: Q1 2019 in Review

TrueWealth LLC sold out of Zillow (Z) in Q1 2019, closing a stake of 22 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in Z in Q4 2017 and held it in 5 quarters. The position peaked at $1K in Q4 2018. 280 funds tracked by Wall St. Rank hold Z as of Q1 2019.

TrueWealth LLC reported no remaining Zillow position as of Q1 2019 after selling out during the quarter.
TrueWealth LLC sold 22 Zillow shares in Q1 2019, an estimated $1K.
TrueWealth LLC first reported a position in Zillow in Q4 2017 and held it in 5 quarters.
TrueWealth LLC's Zillow position peaked at $1K in Q4 2018.
280 funds tracked by Wall St. Rank held Zillow as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.