Winch Advisory Services’s Zillow ZG Stock Holding History

Winch Advisory Services’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
2021 Q3	–	Sell	-99	Closed	-$12K	–	520
2021 Q2	$12K	Hold	99	–	–	﹤0.01%	253
2021 Q1	$13K	Buy	99 +17	+21%	+$2.62K	0.01%	231
2020 Q4	$11K	Sell	82 -37	-31%	-$4.17K	﹤0.01%	227
2020 Q3	$12K	Buy	119 +19	+19%	+$1.48K	0.01%	192
2020 Q2	$6K	Buy	+100	New	+$4.93K	﹤0.01%	251

Other funds holding ZG

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Winch Advisory Services's ZG Position: Q3 2021 in Review

Winch Advisory Services sold out of Zillow (ZG) in Q3 2021, closing a stake of 99 shares — an estimated $12K sold.

Winch Advisory Services first reported a position in ZG in Q2 2020 and held it in 5 quarters. The position peaked at $13K in Q1 2021. 318 funds tracked by Wall St. Rank hold ZG as of Q3 2021.

Winch Advisory Services reported no remaining Zillow position as of Q3 2021 after selling out during the quarter.
Winch Advisory Services sold 99 Zillow shares in Q3 2021, an estimated $12K.
Winch Advisory Services first reported a position in Zillow in Q2 2020 and held it in 5 quarters.
Winch Advisory Services's Zillow position peaked at $13K in Q1 2021.
318 funds tracked by Wall St. Rank held Zillow as of Q3 2021.

Based on Winch Advisory Services's 13F filing for Q3 2021, filed 10 Nov 2021.