CI
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Cavalier Investments’s Zoom ZM Stock Holding History

Cavalier 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
2021
Q3 		– Sell
-1,861
Closed -$720K – 111
2021
Q2 		$720K Hold
1,861
– – 0.26% 89
2021
Q1 		$598K Hold
1,861
– – 0.26% 94
2020
Q4 		$628K Buy
1,861
+465
+33% +$207K 0.29% 92
2020
Q3 		$656K Sell
1,396
-1,261
-47% -$403K 0.45% 61
2020
Q2 		$674K Buy
+2,657
New +$478K 0.39% 59

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cavalier Investments's ZM Position: Q3 2021 in Review

Cavalier Investments sold out of Zoom (ZM) in Q3 2021, closing a stake of 1,861 shares — an estimated $720K sold.

Cavalier Investments first reported a position in ZM in Q2 2020 and held it in 5 quarters. The position peaked at $720K in Q2 2021. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Cavalier Investments reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Cavalier Investments sold 1,861 Zoom shares in Q3 2021, an estimated $720K.
  • Cavalier Investments first reported a position in Zoom in Q2 2020 and held it in 5 quarters.
  • Cavalier Investments's Zoom position peaked at $720K in Q2 2021.
  • 872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Cavalier Investments's 13F filing for Q3 2021, filed 2 Nov 2021.