DLCIG
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D.L. Carlson Investment Group’s Zoom ZM Stock Holding History

D.L. Carlson Investment Group’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
-14,894
Closed -$3.9M – 156
2021
Q3 		$3.9M Buy
14,894
+1,657
+13% +$559K 0.68% 56
2021
Q2 		$5.12M Buy
+13,237
New +$4.41M 0.89% 45
2020
Q2 		– Sell
-14,833
Closed -$2.17M – 154
2020
Q1 		$2.17M Buy
+14,833
New +$1.46M 0.82% 46

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

D.L. Carlson Investment Group's ZM Position: Q4 2021 in Review

D.L. Carlson Investment Group sold out of Zoom (ZM) in Q4 2021, closing a stake of 14,894 shares — an estimated $3.9M sold.

D.L. Carlson Investment Group first reported a position in ZM in Q1 2020 and held it in 3 quarters. The position peaked at $5.12M in Q2 2021. 815 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • D.L. Carlson Investment Group reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 14,894 Zoom shares in Q4 2021, an estimated $3.9M.
  • D.L. Carlson Investment Group first reported a position in Zoom in Q1 2020 and held it in 3 quarters.
  • D.L. Carlson Investment Group's Zoom position peaked at $5.12M in Q2 2021.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2021, filed 14 Feb 2022.