Ellis Investment Partners’s Zoom ZM Stock Holding History

Ellis Investment Partners’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 Q4	–	Sell	-23	Closed	-$1K	–	784
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	780
2022 Q2	$2K	Hold	23	–	–	﹤0.01%	739
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	769
2021 Q4	$4K	Hold	23	–	–	﹤0.01%	721
2021 Q3	$6K	Hold	23	–	–	﹤0.01%	672
2021 Q2	$8K	Hold	23	–	–	﹤0.01%	644
2021 Q1	$7K	Hold	23	–	–	﹤0.01%	632
2020 Q4	$8K	Buy	+23	New	+$10.3K	﹤0.01%	593

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

NAMA

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ellis Investment Partners's ZM Position: Q4 2022 in Review

Ellis Investment Partners sold out of Zoom (ZM) in Q4 2022, closing a stake of 23 shares — an estimated $1K sold.

Ellis Investment Partners first reported a position in ZM in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q2 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Ellis Investment Partners reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 23 Zoom shares in Q4 2022, an estimated $1K.
Ellis Investment Partners first reported a position in Zoom in Q4 2020 and held it in 8 quarters.
Ellis Investment Partners's Zoom position peaked at $8K in Q2 2021.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.