BIM
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Bogle Investment Management’s Zoom ZM Stock Holding History

Bogle Investment Management’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 		– Sell
-509
Closed -$239K – 276
2020
Q3 		$239K Sell
509
-1,474
-74% -$471K 0.07% 216
2020
Q2 		$503K Sell
1,983
-48,798
-96% -$8.78M 0.08% 204
2020
Q1 		$7.42M Buy
+50,781
New +$5.01M 0.78% 58

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

Bogle Investment Management's ZM Position: Q4 2020 in Review

Bogle Investment Management sold out of Zoom (ZM) in Q4 2020, closing a stake of 509 shares — an estimated $239K sold.

Bogle Investment Management first reported a position in ZM in Q1 2020 and held it in 3 quarters. The position peaked at $7.42M in Q1 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

  • Bogle Investment Management reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 509 Zoom shares in Q4 2020, an estimated $239K.
  • Bogle Investment Management first reported a position in Zoom in Q1 2020 and held it in 3 quarters.
  • Bogle Investment Management's Zoom position peaked at $7.42M in Q1 2020.
  • 937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.