Enlightenment Research’s Zoom ZM Stock Holding History

Enlightenment Research’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	-2,800	Closed	-$302K	–	163
2022 Q2	$302K	Sell	2,800 -2,100	-43%	-$221K	0.65%	62
2022 Q1	$574K	Buy	+4,900	New	+$666K	0.76%	35
2020 Q4	–	Sell	-4,490	Closed	-$2.11M	–	134
2020 Q3	$2.11M	Sell	4,490 -3,410	-43%	-$1.09M	6.24%	2
2020 Q2	$2M	Buy	+7,900	New	+$1.42M	4.77%	4

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

Enlightenment Research's ZM Position: Q3 2022 in Review

Enlightenment Research sold out of Zoom (ZM) in Q3 2022, closing a stake of 2,800 shares — an estimated $302K sold.

Enlightenment Research first reported a position in ZM in Q2 2020 and held it in 4 quarters. The position peaked at $2.11M in Q3 2020. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Enlightenment Research reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 2,800 Zoom shares in Q3 2022, an estimated $302K.
Enlightenment Research first reported a position in Zoom in Q2 2020 and held it in 4 quarters.
Enlightenment Research's Zoom position peaked at $2.11M in Q3 2020.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.