Broadleaf Partners’s Zoom ZM Stock Holding History

Broadleaf Partners’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
2019 Q4	–	Sell	-26,568	Closed	-$2.02M	–	66
2019 Q3	$2.02M	Buy	26,568 +10,638	+67%	+$958K	1.26%	33
2019 Q2	$1.41M	Buy	+15,930	New	+$1.31M	0.9%	35

Other funds holding ZM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Broadleaf Partners's ZM Position: Q4 2019 in Review

Broadleaf Partners sold out of Zoom (ZM) in Q4 2019, closing a stake of 26,568 shares — an estimated $2.02M sold.

Broadleaf Partners first reported a position in ZM in Q2 2019 and held it in 2 quarters. The position peaked at $2.02M in Q3 2019. 233 funds tracked by Wall St. Rank hold ZM as of Q4 2019.

Broadleaf Partners reported no remaining Zoom position as of Q4 2019 after selling out during the quarter.
Broadleaf Partners sold 26,568 Zoom shares in Q4 2019, an estimated $2.02M.
Broadleaf Partners first reported a position in Zoom in Q2 2019 and held it in 2 quarters.
Broadleaf Partners's Zoom position peaked at $2.02M in Q3 2019.
233 funds tracked by Wall St. Rank held Zoom as of Q4 2019.

Based on Broadleaf Partners's 13F filing for Q4 2019, filed 31 Jan 2020.