Whittier Trust’s Zillow ZG Stock Holding History

Whittier Trust’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-25	Closed	-$1K	–	1525
2020 Q1	$1K	Sell	25 -18	-42%	-$826	﹤0.01%	1441
2019 Q4	$2K	Buy	+43	New	+$1.59K	﹤0.01%	1389

Other funds holding ZG

CIA

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

CCP

Camelot Capital Partners Laguna Beach, California $686M AUM 163.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Whittier Trust's ZG Position: Q2 2020 in Review

Whittier Trust sold out of Zillow (ZG) in Q2 2020, closing a stake of 25 shares — an estimated $1K sold.

Whittier Trust first reported a position in ZG in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 208 funds tracked by Wall St. Rank hold ZG as of Q2 2020.

Whittier Trust reported no remaining Zillow position as of Q2 2020 after selling out during the quarter.
Whittier Trust sold 25 Zillow shares in Q2 2020, an estimated $1K.
Whittier Trust first reported a position in Zillow in Q4 2019 and held it in 2 quarters.
Whittier Trust's Zillow position peaked at $2K in Q4 2019.
208 funds tracked by Wall St. Rank held Zillow as of Q2 2020.

Based on Whittier Trust's 13F filing for Q2 2020, filed 10 Jul 2020.