AG
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Aperio Group’s Zoom ZM Stock Holding History

Aperio Group’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$27.7M Buy
81,989
+11,150
+16% +$4.97M 0.08% 240
2020
Q3 		$33.3M Buy
70,839
+58,615
+480% +$18.7M 0.11% 175
2020
Q2 		$3.1M Buy
+12,224
New +$2.2M 0.01% 917

Other funds holding ZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's ZM Position: Q4 2020 in Review

Aperio Group increased its Zoom (ZM) stake by 16% in Q4 2020, buying an estimated $4.97M and bringing the position to 81,989 shares worth $27.7M. The position accounts for 0.08% of the portfolio, ranked #240.

Aperio Group first reported a position in ZM in Q2 2020 and has held it in 3 quarters since. The position peaked at $33.3M in Q3 2020. 938 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

  • Aperio Group held 81,989 shares of Zoom worth $27.7M as of Q4 2020.
  • Aperio Group bought 11,150 Zoom shares in Q4 2020, an estimated $4.97M.
  • Zoom made up 0.08% of Aperio Group's portfolio in Q4 2020, its #240 holding.
  • Aperio Group first reported a position in Zoom in Q2 2020 and has held it in 3 quarters since.
  • Aperio Group's Zoom position peaked at $33.3M in Q3 2020.
  • 938 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.