Brad Gerstner’s Zoom ZM Stock Holding History

Brad Gerstner’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	-950,000	Closed	-$248M	–	34
2021 Q3	$248M	Buy	950,000 +50,000	+6%	+$16.9M	1.99%	9
2021 Q2	$348M	Buy	900,000 +209,750	+30%	+$69.9M	2.72%	6
2021 Q1	$222M	Buy	690,250 +525,000	+318%	+$193M	1.59%	11
2020 Q4	$55.7M	Buy	165,250 +85,250	+107%	+$38M	0.52%	19
2020 Q3	$37.6M	Hold	80,000	–	–	0.64%	21
2020 Q2	$20.3M	Buy	+80,000	New	+$14.4M	0.43%	19

Other funds holding ZM

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

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Brad Gerstner's ZM Position: Q4 2021 in Review

Brad Gerstner sold out of Zoom (ZM) in Q4 2021, closing a stake of 950,000 shares — an estimated $248M sold.

Brad Gerstner first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $348M in Q2 2021. 815 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Brad Gerstner reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Brad Gerstner sold 950,000 Zoom shares in Q4 2021, an estimated $248M.
Brad Gerstner first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
Brad Gerstner's Zoom position peaked at $348M in Q2 2021.
815 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Altimeter Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.