Codex Capital’s Zoom ZM Stock Holding History

Codex Capital’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	-10,850	Closed	-$2.83M	–	45
2021 Q3	$2.83M	Buy	+10,850	New	+$3.66M	1.52%	25

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

Codex Capital's ZM Position: Q4 2021 in Review

Codex Capital sold out of Zoom (ZM) in Q4 2021, closing a stake of 10,850 shares — an estimated $2.83M sold.

Codex Capital first reported a position in ZM in Q3 2021 and held it in 1 quarter. The position peaked at $2.83M in Q3 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Codex Capital reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Codex Capital sold 10,850 Zoom shares in Q4 2021, an estimated $2.83M.
Codex Capital first reported a position in Zoom in Q3 2021 and held it in 1 quarter.
Codex Capital's Zoom position peaked at $2.83M in Q3 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Codex Capital's 13F filing for Q4 2021, filed 14 Feb 2022.