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Brinker Capital Investments’s Zoom ZM Stock Holding History

Brinker Capital Investments’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
2022
Q3 		– Sell
-2,421
Closed -$261K – 1403
2022
Q2 		$261K Buy
2,421
+120
+5% +$12.7K ﹤0.01% 1215
2022
Q1 		$270K Sell
2,301
-134
-6% -$18.2K ﹤0.01% 1257
2021
Q4 		$448K Sell
2,435
-171
-7% -$40.2K 0.01% 1101
2021
Q3 		$1.01M Hold
2,606
– – 0.02% 765
2021
Q2 		$1.01M Sell
2,606
-450
-15% -$150K 0.01% 821
2021
Q1 		$982K Sell
3,056
-2,548
-45% -$938K 0.01% 713
2020
Q4 		$1.89M Buy
5,604
+2,651
+90% +$1.18M 0.03% 564
2020
Q3 		$1.39M Buy
+2,953
New +$944K 0.02% 591

Other funds holding ZM

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brinker Capital Investments's ZM Position: Q3 2022 in Review

Brinker Capital Investments sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,421 shares — an estimated $261K sold.

Brinker Capital Investments first reported a position in ZM in Q3 2020 and held it in 8 quarters. The position peaked at $1.89M in Q4 2020. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Brinker Capital Investments reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Brinker Capital Investments sold 2,421 Zoom shares in Q3 2022, an estimated $261K.
  • Brinker Capital Investments first reported a position in Zoom in Q3 2020 and held it in 8 quarters.
  • Brinker Capital Investments's Zoom position peaked at $1.89M in Q4 2020.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Brinker Capital Investments's 13F filing for Q3 2022, filed 1 Nov 2022.