Eaton Vance Management’s Zoom ZM Stock Holding History

Eaton Vance 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	$8.34M	Buy	113,376 +1,000	+0.9%	+$95.2K	0.01%	645
2022 Q2	$12.1M	Buy	112,376 +7,467	+7%	+$787K	0.02%	571
2022 Q1	$12.3M	Buy	104,909 +32,903	+46%	+$4.47M	0.01%	633
2021 Q4	$13.2M	Sell	72,006 -14,288	-17%	-$3.36M	0.02%	568
2021 Q3	$22.4M	Buy	86,294 +8,576	+11%	+$2.89M	0.03%	406
2021 Q2	$30.1M	Buy	77,718 +6,054	+8%	+$2.02M	0.04%	379
2021 Q1	$23M	Buy	71,664 +27	+0%	+$9.94K	0.03%	412
2020 Q4	$24.2M	Sell	71,637 -69,925	-49%	-$31.2M	0.04%	381
2020 Q3	$66.5M	Buy	141,562 +131	+0.1%	+$41.9K	0.12%	167
2020 Q2	$35.9M	Sell	141,431 -326	-0.2%	-$58.7K	0.07%	234
2020 Q1	$20.7M	Buy	141,757 +68,176	+93%	+$6.73M	0.05%	296
2019 Q4	$5.01M	Buy	+73,581	New	+$5.06M	0.01%	614

Other funds holding ZM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eaton Vance Management's ZM Position: Q3 2022 in Review

Eaton Vance Management increased its Zoom (ZM) stake by 0.89% in Q3 2022, buying an estimated $95.2K and bringing the position to 113,376 shares worth $8.34M. The position accounts for 0.01% of the portfolio, ranked #645.

Eaton Vance Management first reported a position in ZM in Q4 2019 and has held it in 12 quarters since. The position peaked at $66.5M in Q3 2020. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Eaton Vance Management held 113,376 shares of Zoom worth $8.34M as of Q3 2022.
Eaton Vance Management bought 1,000 Zoom shares in Q3 2022, an estimated $95.2K.
Zoom made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #645 holding.
Eaton Vance Management first reported a position in Zoom in Q4 2019 and has held it in 12 quarters since.
Eaton Vance Management's Zoom position peaked at $66.5M in Q3 2020.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

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