ClearBridge Investments
ZM icon

ClearBridge Investments’s Zoom ZM Stock Holding History

ClearBridge 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
2020
Q1 		– Sell
-30,640
Closed -$2.11M – 1104
2019
Q4 		$2.11M Buy
30,640
+470
+2% +$32.3K ﹤0.01% 618
2019
Q3 		$2.3M Sell
30,170
-62,530
-67% -$5.63M ﹤0.01% 625
2019
Q2 		$8.23M Buy
+92,700
New +$7.63M 0.01% 544

Other funds holding ZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

ClearBridge Investments's ZM Position: Q1 2020 in Review

ClearBridge Investments sold out of Zoom (ZM) in Q1 2020, closing a stake of 30,640 shares — an estimated $2.11M sold.

ClearBridge Investments first reported a position in ZM in Q2 2019 and held it in 3 quarters. The position peaked at $8.23M in Q2 2019. 514 funds tracked by Wall St. Rank hold ZM as of Q1 2020.

  • ClearBridge Investments reported no remaining Zoom position as of Q1 2020 after selling out during the quarter.
  • ClearBridge Investments sold 30,640 Zoom shares in Q1 2020, an estimated $2.11M.
  • ClearBridge Investments first reported a position in Zoom in Q2 2019 and held it in 3 quarters.
  • ClearBridge Investments's Zoom position peaked at $8.23M in Q2 2019.
  • 514 funds tracked by Wall St. Rank held Zoom as of Q1 2020.

Based on ClearBridge Investments's 13F filing for Q1 2020, filed 15 May 2020.