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Bollard Group’s Zoom ZM Stock Holding History

Bollard 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
2021
Q4 		– Sell
-4,000
Closed -$1.05M – 443
2021
Q3 		$1.05M Hold
4,000
– – 0.03% 130
2021
Q2 		$1.55M Hold
4,000
– – 0.05% 109
2021
Q1 		$1.28M Sell
4,000
-700
-15% -$258K 0.05% 114
2020
Q4 		$1.58M Buy
4,700
+500
+12% +$223K 0.06% 101
2020
Q3 		$1.97M Buy
+4,200
New +$1.34M 0.07% 95

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 $175B AUM 40.63% 1-Year Est. Return

Bollard Group's ZM Position: Q4 2021 in Review

Bollard Group sold out of Zoom (ZM) in Q4 2021, closing a stake of 4,000 shares — an estimated $1.05M sold.

Bollard Group first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $1.97M in Q3 2020. 815 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Bollard Group reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Bollard Group sold 4,000 Zoom shares in Q4 2021, an estimated $1.05M.
  • Bollard Group first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
  • Bollard Group's Zoom position peaked at $1.97M in Q3 2020.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Bollard Group's 13F filing for Q4 2021, filed 11 Feb 2022.