De Burlo Group’s Zoom ZM Stock Holding History

De Burlo 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
2022 Q1	–	Sell	-2,300	Closed	-$423K	–	183
2021 Q4	$423K	Sell	2,300 -300	-12%	-$70.5K	0.06%	85
2021 Q3	$680K	Sell	2,600 -100	-4%	-$33.7K	0.11%	77
2021 Q2	$1.04M	Hold	2,700	–	–	0.17%	65
2021 Q1	$867K	Buy	+2,700	New	+$994K	0.16%	67

Other funds holding ZM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

De Burlo Group's ZM Position: Q1 2022 in Review

De Burlo Group sold out of Zoom (ZM) in Q1 2022, closing a stake of 2,300 shares — an estimated $423K sold.

De Burlo Group first reported a position in ZM in Q1 2021 and held it in 4 quarters. The position peaked at $1.04M in Q2 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

De Burlo Group reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
De Burlo Group sold 2,300 Zoom shares in Q1 2022, an estimated $423K.
De Burlo Group first reported a position in Zoom in Q1 2021 and held it in 4 quarters.
De Burlo Group's Zoom position peaked at $1.04M in Q2 2021.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on De Burlo Group's 13F filing for Q1 2022, filed 16 May 2022.