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Diligent Investors’s Zoom ZM Stock Holding History

Diligent Investors’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
-748
Closed -$289K – 283
2021
Q3 		$289K Hold
748
– – 0.1% 183
2021
Q2 		$289K Buy
748
+2
+0.3% +$666 0.1% 184
2021
Q1 		$240K Buy
746
+133
+22% +$49K 0.09% 198
2020
Q4 		$207K Buy
613
+108
+21% +$48.1K 0.08% 199
2020
Q3 		$237K Buy
+505
New +$161K 0.11% 161

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 $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
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 $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Diligent Investors's ZM Position: Q4 2021 in Review

Diligent Investors sold out of Zoom (ZM) in Q4 2021, closing a stake of 748 shares — an estimated $289K sold.

Diligent Investors first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $289K in Q3 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Diligent Investors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Diligent Investors sold 748 Zoom shares in Q4 2021, an estimated $289K.
  • Diligent Investors first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
  • Diligent Investors's Zoom position peaked at $289K in Q3 2021.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Diligent Investors's 13F filing for Q4 2021, filed 21 Jan 2022.