UCFA
Z icon

United Capital Financial Advisors’s Zillow Z Stock Holding History

United Capital Financial Advisors’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
Q3 		– Sell
-1,711
Closed -$209K – 1253
2021
Q2 		$209K Buy
1,711
+151
+10% +$18.4K ﹤0.01% 1150
2021
Q1 		$202K Sell
1,560
-99
-6% -$14.7K ﹤0.01% 1127
2020
Q4 		$215K Buy
+1,659
New +$183K ﹤0.01% 1108

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

United Capital Financial Advisors's Z Position: Q3 2021 in Review

United Capital Financial Advisors sold out of Zillow (Z) in Q3 2021, closing a stake of 1,711 shares — an estimated $209K sold.

United Capital Financial Advisors first reported a position in Z in Q4 2020 and held it in 3 quarters. The position peaked at $215K in Q4 2020. 500 funds tracked by Wall St. Rank hold Z as of Q3 2021.

  • United Capital Financial Advisors reported no remaining Zillow position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,711 Zillow shares in Q3 2021, an estimated $209K.
  • United Capital Financial Advisors first reported a position in Zillow in Q4 2020 and held it in 3 quarters.
  • United Capital Financial Advisors's Zillow position peaked at $215K in Q4 2020.
  • 500 funds tracked by Wall St. Rank held Zillow as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.