Vanguard Personalized Indexing Management’s Zhihu ZH Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ZH Stock Details ZH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,401	Closed	-$39.9K	–	1638
2023 Q3	$39.9K	Buy	6,401 +4,504	+237%	+$29.4K	﹤0.01%	1417
2023 Q2	$12.9K	Buy	+1,897	New	+$12.5K	﹤0.01%	1459
2023 Q1	–	Sell	-2,418	Closed	-$18.9K	–	1509
2022 Q4	$18.9K	Buy	2,418 +40	+2%	+$280	﹤0.01%	1254
2022 Q3	$15K	Sell	2,378 -4,017	-63%	-$32.4K	﹤0.01%	1216
2022 Q2	$69K	Buy	+6,395	New	+$68.8K	﹤0.01%	1208

Other funds holding ZH

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Personalized Indexing Management's ZH Position: Q4 2023 in Review

Vanguard Personalized Indexing Management sold out of Zhihu (ZH) in Q4 2023, closing a stake of 6,401 shares — an estimated $39.9K sold.

Vanguard Personalized Indexing Management first reported a position in ZH in Q2 2022 and held it in 5 quarters. The position peaked at $69K in Q2 2022. 40 funds tracked by Wall St. Rank hold ZH as of Q4 2023.

Vanguard Personalized Indexing Management reported no remaining Zhihu position as of Q4 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 6,401 Zhihu shares in Q4 2023, an estimated $39.9K.
Vanguard Personalized Indexing Management first reported a position in Zhihu in Q2 2022 and held it in 5 quarters.
Vanguard Personalized Indexing Management's Zhihu position peaked at $69K in Q2 2022.
40 funds tracked by Wall St. Rank held Zhihu as of Q4 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2023, filed 8 Feb 2024.