E Fund Management’s Zoom ZM Stock Holding History

E Fund Management’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 Q3	–	Sell	-2,403	Closed	-$259K	–	344
2022 Q2	$259K	Buy	2,403 +105	+5%	+$11.1K	0.02%	257
2022 Q1	$269K	Hold	2,298	–	–	0.01%	238
2021 Q4	$423K	Buy	2,298 +79	+4%	+$18.6K	0.01%	181
2021 Q3	$580K	Buy	+2,219	New	+$748K	0.02%	120
2021 Q1	$661K	Buy	+2,057	New	+$757K	0.05%	114

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

E Fund Management's ZM Position: Q3 2022 in Review

E Fund Management sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,403 shares — an estimated $259K sold.

E Fund Management first reported a position in ZM in Q1 2021 and held it in 5 quarters. The position peaked at $661K in Q1 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

E Fund Management reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
E Fund Management sold 2,403 Zoom shares in Q3 2022, an estimated $259K.
E Fund Management first reported a position in Zoom in Q1 2021 and held it in 5 quarters.
E Fund Management's Zoom position peaked at $661K in Q1 2021.
662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on E Fund Management's 13F filing for Q3 2022, filed 14 Nov 2022.