Williams Jones Wealth Management’s Zillow Z Stock Holding History

Williams Jones 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
2021 Q4	–	Sell	-9,891	Closed	-$872K	–	523
2021 Q3	$872K	Sell	9,891 -25,874	-72%	-$2.62M	0.01%	260
2021 Q2	$4.37M	Buy	35,765 +15,324	+75%	+$1.86M	0.06%	145
2021 Q1	$2.65M	Buy	+20,441	New	+$3.03M	0.04%	171

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

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

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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Williams Jones Wealth Management's Z Position: Q4 2021 in Review

Williams Jones Wealth Management sold out of Zillow (Z) in Q4 2021, closing a stake of 9,891 shares — an estimated $872K sold.

Williams Jones Wealth Management first reported a position in Z in Q1 2021 and held it in 3 quarters. The position peaked at $4.37M in Q2 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Williams Jones Wealth Management reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Williams Jones Wealth Management sold 9,891 Zillow shares in Q4 2021, an estimated $872K.
Williams Jones Wealth Management first reported a position in Zillow in Q1 2021 and held it in 3 quarters.
Williams Jones Wealth Management's Zillow position peaked at $4.37M in Q2 2021.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Williams Jones Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.