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Davis Rea’s Zoom ZM Stock Holding History

Davis Rea’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 		– Sell
-600
Closed -$282K – 59
2020
Q3 		$282K Buy
+600
New +$192K 0.19% 45

Other funds holding ZM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davis Rea's ZM Position: Q4 2020 in Review

Davis Rea sold out of Zoom (ZM) in Q4 2020, closing a stake of 600 shares — an estimated $282K sold.

Davis Rea first reported a position in ZM in Q3 2020 and held it in 1 quarter. The position peaked at $282K in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

  • Davis Rea reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
  • Davis Rea sold 600 Zoom shares in Q4 2020, an estimated $282K.
  • Davis Rea first reported a position in Zoom in Q3 2020 and held it in 1 quarter.
  • Davis Rea's Zoom position peaked at $282K in Q3 2020.
  • 937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Davis Rea's 13F filing for Q4 2020, filed 15 Jan 2021.