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Applied Research Investments’s Zoom ZM Stock Holding History

Applied Research Investments’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
2021
Q4 		– Sell
-8,837
Closed -$2.31M – 42
2021
Q3 		$2.31M Sell
8,837
-3,995
-31% -$1.35M 0.77% 38
2021
Q2 		$4.97M Hold
12,832
– – 1.77% 19
2021
Q1 		$4.12M Buy
12,832
+613
+5% +$226K 1.5% 23
2020
Q4 		$4.12M Buy
12,219
+2,132
+21% +$951K 1.76% 19
2020
Q3 		$4.74M Buy
+10,087
New +$3.23M 2.68% 9

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.66T AUM 25.57% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Applied Research Investments's ZM Position: Q4 2021 in Review

Applied Research Investments sold out of Zoom (ZM) in Q4 2021, closing a stake of 8,837 shares — an estimated $2.31M sold.

Applied Research Investments first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $4.97M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Applied Research Investments reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Applied Research Investments sold 8,837 Zoom shares in Q4 2021, an estimated $2.31M.
  • Applied Research Investments first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
  • Applied Research Investments's Zoom position peaked at $4.97M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Applied Research Investments's 13F filing for Q4 2021, filed 3 Feb 2022.