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Carillon Tower Advisers’s Zoom ZM Stock Holding History

Carillon Tower Advisers’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
Q4 		$1.89M Sell
5,600
-19,511
-78% -$8.7M 0.01% 465
2020
Q3 		$11.8M Sell
25,111
-57,664
-70% -$18.4M 0.16% 226
2020
Q2 		$21M Buy
+82,775
New +$14.9M 0.16% 189

Other funds holding ZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carillon Tower Advisers's ZM Position: Q4 2020 in Review

Carillon Tower Advisers reduced its Zoom (ZM) stake by 78% in Q4 2020, selling an estimated $8.7M and leaving 5,600 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #465.

Carillon Tower Advisers first reported a position in ZM in Q2 2020 and has held it in 3 quarters since. The position peaked at $21M in Q2 2020. 938 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

  • Carillon Tower Advisers held 5,600 shares of Zoom worth $1.89M as of Q4 2020.
  • Carillon Tower Advisers sold 19,511 Zoom shares in Q4 2020, an estimated $8.7M.
  • Zoom made up 0.01% of Carillon Tower Advisers's portfolio in Q4 2020, its #465 holding.
  • Carillon Tower Advisers first reported a position in Zoom in Q2 2020 and has held it in 3 quarters since.
  • Carillon Tower Advisers's Zoom position peaked at $21M in Q2 2020.
  • 938 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.