Blue Fin Capital’s Zoom ZM Stock Holding History

Blue Fin Capital’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	-781	Closed	-$204K	–	135
2021 Q3	$204K	Sell	781 -25	-3%	-$8.43K	0.06%	125
2021 Q2	$311K	Sell	806 -25	-3%	-$8.33K	0.1%	100
2021 Q1	$266K	Buy	831 +95	+13%	+$35K	0.09%	107
2020 Q4	$248K	Hold	736	–	–	0.09%	106
2020 Q3	$346K	Sell	736 -231	-24%	-$73.9K	0.14%	88
2020 Q2	$245K	Buy	+967	New	+$174K	0.11%	103

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 New York $22.8B AUM 30.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Blue Fin Capital's ZM Position: Q4 2021 in Review

Blue Fin Capital sold out of Zoom (ZM) in Q4 2021, closing a stake of 781 shares — an estimated $204K sold.

Blue Fin Capital first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $346K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Blue Fin Capital reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Blue Fin Capital sold 781 Zoom shares in Q4 2021, an estimated $204K.
Blue Fin Capital first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
Blue Fin Capital's Zoom position peaked at $346K in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Blue Fin Capital's 13F filing for Q4 2021, filed 19 Jan 2022.