Bourgeon Capital Management’s Zoom ZM Stock Holding History

Bourgeon Capital 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 Q2	–	Sell	-20	Closed	-$3K	–	275
2020 Q1	$3K	Buy	+20	New	+$1.97K	﹤0.01%	235

Other funds holding ZM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bourgeon Capital Management's ZM Position: Q2 2020 in Review

Bourgeon Capital Management sold out of Zoom (ZM) in Q2 2020, closing a stake of 20 shares — an estimated $3K sold.

Bourgeon Capital Management first reported a position in ZM in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 715 funds tracked by Wall St. Rank hold ZM as of Q2 2020.

Bourgeon Capital Management reported no remaining Zoom position as of Q2 2020 after selling out during the quarter.
Bourgeon Capital Management sold 20 Zoom shares in Q2 2020, an estimated $3K.
Bourgeon Capital Management first reported a position in Zoom in Q1 2020 and held it in 1 quarter.
Bourgeon Capital Management's Zoom position peaked at $3K in Q1 2020.
715 funds tracked by Wall St. Rank held Zoom as of Q2 2020.

Based on Bourgeon Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.