Baird Financial Group
ZM icon

Baird Financial Group’s Zoom ZM Stock Holding History

Baird Financial 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
2022
Q4 		– Sell
-21,217
Closed -$1.56M – 1783
2022
Q3 		$1.56M Sell
21,217
-1,407
-6% -$134K ﹤0.01% 922
2022
Q2 		$2.44M Sell
22,624
-2,796
-11% -$295K 0.01% 782
2022
Q1 		$2.98M Sell
25,420
-537
-2% -$73K 0.01% 759
2021
Q4 		$4.77M Buy
25,957
+2,976
+13% +$700K 0.01% 625
2021
Q3 		$6.01M Buy
22,981
+896
+4% +$302K 0.02% 543
2021
Q2 		$8.55M Sell
22,085
-3,429
-13% -$1.14M 0.02% 458
2021
Q1 		$8.2M Buy
25,514
+3,027
+13% +$1.11M 0.02% 447
2020
Q4 		$7.58M Sell
22,487
-1,546
-6% -$689K 0.02% 439
2020
Q3 		$11.3M Buy
24,033
+1,101
+5% +$352K 0.04% 344
2020
Q2 		$5.81M Buy
22,932
+410
+2% +$73.8K 0.02% 446
2020
Q1 		$3.29M Sell
22,522
-16,384
-42% -$1.62M 0.02% 537
2019
Q4 		$2.65M Buy
+38,906
New +$2.68M 0.01% 694

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baird Financial Group's ZM Position: Q4 2022 in Review

Baird Financial Group sold out of Zoom (ZM) in Q4 2022, closing a stake of 21,217 shares — an estimated $1.56M sold.

Baird Financial Group first reported a position in ZM in Q4 2019 and held it in 12 quarters. The position peaked at $11.3M in Q3 2020. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Baird Financial Group reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • Baird Financial Group sold 21,217 Zoom shares in Q4 2022, an estimated $1.56M.
  • Baird Financial Group first reported a position in Zoom in Q4 2019 and held it in 12 quarters.
  • Baird Financial Group's Zoom position peaked at $11.3M in Q3 2020.
  • 651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.