WT
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Whittier Trust’s Zillow Z Stock Holding History

Whittier Trust’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
-17
Closed -$1.08K – 1609
2024
Q3 		$1.08K Buy
+17
New +$913 ﹤0.01% 1489
2020
Q2 		– Sell
-50
Closed -$2K – 1524
2020
Q1 		$2K Buy
+50
New +$2.31K ﹤0.01% 1360
2019
Q3 		– Sell
-88
Closed -$4K – 1599
2019
Q2 		$4K Buy
+88
New +$3.5K ﹤0.01% 1182

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whittier Trust's Z Position: Q4 2024 in Review

Whittier Trust sold out of Zillow (Z) in Q4 2024, closing a stake of 17 shares — an estimated $1.08K sold.

Whittier Trust first reported a position in Z in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 499 funds tracked by Wall St. Rank hold Z as of Q4 2024.

  • Whittier Trust reported no remaining Zillow position as of Q4 2024 after selling out during the quarter.
  • Whittier Trust sold 17 Zillow shares in Q4 2024, an estimated $1.08K.
  • Whittier Trust first reported a position in Zillow in Q2 2019 and held it in 3 quarters.
  • Whittier Trust's Zillow position peaked at $4K in Q2 2019.
  • 499 funds tracked by Wall St. Rank held Zillow as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.