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Willingdon Wealth Management’s Zillow ZG Stock Holding History

Willingdon Wealth Management’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
Q1 		$9K Sell
254
-15
-6% -$688 ﹤0.01% 215
2019
Q4 		$12K Hold
269
– – ﹤0.01% 237
2019
Q3 		$8K Hold
269
– – ﹤0.01% 254
2019
Q2 		$12K Buy
269
+183
+213% +$7.18K ﹤0.01% 225
2019
Q1 		$3K Hold
86
– – ﹤0.01% 294
2018
Q4 		$3K Hold
86
– – ﹤0.01% 307
2018
Q3 		$4K Buy
+86
New +$4.5K ﹤0.01% 346

Other funds holding ZG

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BP
Barker Partnership Grand Cayman, Cayman Islands $91.8M AUM 1.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Willingdon Wealth Management's ZG Position: Q1 2020 in Review

Willingdon Wealth Management reduced its Zillow (ZG) stake by 5.6% in Q1 2020, selling an estimated $688 and leaving 254 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Willingdon Wealth Management first reported a position in ZG in Q3 2018 and has held it in 7 quarters since. The position peaked at $12K in Q4 2019. 185 funds tracked by Wall St. Rank hold ZG as of Q1 2020.

  • Willingdon Wealth Management held 254 shares of Zillow worth $9K as of Q1 2020.
  • Willingdon Wealth Management sold 15 Zillow shares in Q1 2020, an estimated $688.
  • Zillow made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #215 holding.
  • Willingdon Wealth Management first reported a position in Zillow in Q3 2018 and has held it in 7 quarters since.
  • Willingdon Wealth Management's Zillow position peaked at $12K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held Zillow as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.