Engine No 1 LLC’s Zoom ZM Stock Holding History

Engine No 1 LLC’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 Q1	–	Sell	-1,482	Closed	-$273K	–	299
2021 Q4	$273K	Buy	1,482 +313	+27%	+$73.6K	0.06%	229
2021 Q3	$306K	Buy	1,169 +496	+74%	+$167K	0.08%	148
2021 Q2	$260K	Buy	+673	New	+$224K	0.07%	110

Other funds holding ZM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Engine No 1 LLC's ZM Position: Q1 2022 in Review

Engine No 1 LLC sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,482 shares — an estimated $273K sold.

Engine No 1 LLC first reported a position in ZM in Q2 2021 and held it in 3 quarters. The position peaked at $306K in Q3 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Engine No 1 LLC reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
Engine No 1 LLC sold 1,482 Zoom shares in Q1 2022, an estimated $273K.
Engine No 1 LLC first reported a position in Zoom in Q2 2021 and held it in 3 quarters.
Engine No 1 LLC's Zoom position peaked at $306K in Q3 2021.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Engine No 1 LLC's 13F filing for Q1 2022, filed 13 May 2022.