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Bill Miller

Miller Value Partners

Bill Miller ZULILY INC, CL-A stake

total: 463

Miller Value Partners ZU trades

Total transactions:
8
New positions:
1
Sold out:
1
Added:
3
Reduced:
3
Held since:
2013 Q4
Held for:
8 quarters
Latest activity:
2015 Q4
According to 2026 Q2 report, Bill Miller doesn't hold any ZULILY INC, CL-A (ZU) shares. To date, the estimated cost basis is nearly $17.92 for "buy" trades and estimated average "sell" price is $17.45. Miller Value Partners first purchased ZU in 2013 Q4, initially acquiring 552,625 shares. Since the initial investment in ZULILY INC, CL-A (ZU), Miller Value Partners has made 7 more transactions.

When did Bill Miller sell ZULILY INC, CL-A (ZU)?

Bill Miller sold off the entire ZULILY INC, CL-A (ZU) position in 2015 Q4.

When did Bill Miller buy ZULILY INC, CL-A (ZU)?

Bill Miller first invested in ZULILY INC, CL-A (ZU) in 2013 Q4 at the reported quarter-end price of $41.43 per share.

What's the cost basis of Miller Value Partners's ZU stake?

The estimated cost basis for ZULILY INC, CL-A (ZU) stake is around $17.92 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$17.92
Weighted AVG sell price:
$17.45

Bill Miller's historical trades in ZULILY INC, CL-A

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2015 Q4
0.00%
$17.40
-100% (-2,258,000)
2015 Q3
1.67%
$17.40
-47.77% (-2,065,500)
2015 Q1
2.12%
$12.99
+325.37% (+3,307,100)
2014 Q4
0.93%
$23.40
+71.48% (+423,675)
2014 Q3
0.95%
$37.89
+9.04% (+49,125)
2014 Q2
0.89%
$40.95
-1.45% (-8,000)
2014 Q1
1.11%
$50.19
-0.19% (-1,025)
2013 Q4
1.06%
$41.43
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.