Echo Street Capital Management’s Zoom ZM Stock Holding History

Echo Street Capital 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
2023 Q1	–	Sell	-6,136	Closed	-$416K	–	618
2022 Q4	$416K	Buy	+6,136	New	+$466K	﹤0.01%	334
2022 Q2	–	Sell	-2,091	Closed	-$245K	–	740
2022 Q1	$245K	Buy	2,091 +932	+80%	+$127K	﹤0.01%	537
2021 Q4	$213K	Sell	1,159 -165	-12%	-$38.8K	﹤0.01%	559
2021 Q3	$346K	Buy	+1,324	New	+$446K	﹤0.01%	497

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NAMA

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Echo Street Capital Management's ZM Position: Q1 2023 in Review

Echo Street Capital Management sold out of Zoom (ZM) in Q1 2023, closing a stake of 6,136 shares — an estimated $416K sold.

Echo Street Capital Management first reported a position in ZM in Q3 2021 and held it in 4 quarters. The position peaked at $416K in Q4 2022. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

Echo Street Capital Management reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,136 Zoom shares in Q1 2023, an estimated $416K.
Echo Street Capital Management first reported a position in Zoom in Q3 2021 and held it in 4 quarters.
Echo Street Capital Management's Zoom position peaked at $416K in Q4 2022.
658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.