Brown Advisory’s Zoom ZM Stock Holding History

Brown Advisory’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	-1,036	Closed	-$271K	–	1284
2021 Q3	$271K	Sell	1,036 -828	-44%	-$279K	﹤0.01%	976
2021 Q2	$722K	Buy	1,864 +230	+14%	+$76.6K	﹤0.01%	779
2021 Q1	$526K	Buy	1,634 +50	+3%	+$18.4K	﹤0.01%	832
2020 Q4	$535K	Buy	1,584 +20	+1%	+$8.92K	﹤0.01%	772
2020 Q3	$735K	Buy	1,564 +449	+40%	+$144K	﹤0.01%	664
2020 Q2	$283K	Buy	+1,115	New	+$201K	﹤0.01%	823

Other funds holding ZM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Brown Advisory's ZM Position: Q4 2021 in Review

Brown Advisory sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,036 shares — an estimated $271K sold.

Brown Advisory first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $735K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Brown Advisory reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Brown Advisory sold 1,036 Zoom shares in Q4 2021, an estimated $271K.
Brown Advisory first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
Brown Advisory's Zoom position peaked at $735K in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Brown Advisory's 13F filing for Q4 2021, filed 27 Jan 2022.