Zuckerman Investment Group’s Porch Group PRCH Stock Holding History

Zuckerman Investment Group’s Portfolio PRCH Stock Details PRCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-54,988	Closed	-$44.1K	–	141
2023 Q3	$44.1K	Sell	54,988 -200	-0.4%	-$210	0.01%	126
2023 Q2	$76.2K	Sell	55,188 -15,526	-22%	-$18.8K	0.01%	118
2023 Q1	$101K	Sell	70,714 -370	-0.5%	-$877	0.02%	115
2022 Q4	$134K	Buy	71,084 +1,941	+3%	+$3.43K	0.02%	123
2022 Q3	$156K	Sell	69,143 -1,941	-3%	-$4.7K	0.03%	110
2022 Q2	$182K	Hold	71,084	–	–	0.03%	103
2022 Q1	$494K	Hold	71,084	–	–	0.08%	70
2021 Q4	$1.11M	Sell	71,084 -4,192	-6%	-$80.7K	0.17%	60
2021 Q3	$1.33M	Sell	75,276 -2,569	-3%	-$48.2K	0.22%	59
2021 Q2	$1.51M	Buy	77,845 +2,351	+3%	+$38.8K	0.24%	56
2021 Q1	$1.34M	Buy	+75,494	New	+$1.34M	0.22%	54

Other funds holding PRCH

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Zuckerman Investment Group's PRCH Position: Q4 2023 in Review

Zuckerman Investment Group sold out of Porch Group (PRCH) in Q4 2023, closing a stake of 54,988 shares — an estimated $44.1K sold.

Zuckerman Investment Group first reported a position in PRCH in Q1 2021 and held it in 11 quarters. The position peaked at $1.51M in Q2 2021. 95 funds tracked by Wall St. Rank hold PRCH as of Q4 2023.

Zuckerman Investment Group reported no remaining Porch Group position as of Q4 2023 after selling out during the quarter.
Zuckerman Investment Group sold 54,988 Porch Group shares in Q4 2023, an estimated $44.1K.
Zuckerman Investment Group first reported a position in Porch Group in Q1 2021 and held it in 11 quarters.
Zuckerman Investment Group's Porch Group position peaked at $1.51M in Q2 2021.
95 funds tracked by Wall St. Rank held Porch Group as of Q4 2023.

Based on Zuckerman Investment Group's 13F filing for Q4 2023, filed 14 Feb 2024.