Udine Wealth Management’s Zillow Z Stock Holding History

Udine Wealth Management’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
2024 Q4	–	Sell	-13,762	Closed	-$879K	–	34
2024 Q3	$879K	Buy	+13,762	New	+$739K	0.62%	28

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Udine Wealth Management's Z Position: Q4 2024 in Review

Udine Wealth Management sold out of Zillow (Z) in Q4 2024, closing a stake of 13,762 shares — an estimated $879K sold.

Udine Wealth Management first reported a position in Z in Q3 2024 and held it in 1 quarter. The position peaked at $879K in Q3 2024. 499 funds tracked by Wall St. Rank hold Z as of Q4 2024.

Udine Wealth Management reported no remaining Zillow position as of Q4 2024 after selling out during the quarter.
Udine Wealth Management sold 13,762 Zillow shares in Q4 2024, an estimated $879K.
Udine Wealth Management first reported a position in Zillow in Q3 2024 and held it in 1 quarter.
Udine Wealth Management's Zillow position peaked at $879K in Q3 2024.
499 funds tracked by Wall St. Rank held Zillow as of Q4 2024.

Based on Udine Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.