Ergoteles’s Zoom ZM Stock Holding History

Ergoteles’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 Q2	–	Sell	-114,984	Closed	-$13.5M	–	2061
2022 Q1	$13.5M	Buy	+114,984	New	+$15.6M	0.51%	39
2021 Q1	–	Sell	-89,264	Closed	-$30.1M	–	1105
2020 Q4	$30.1M	Buy	+89,264	New	+$39.8M	1%	16

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ergoteles's ZM Position: Q2 2022 in Review

Ergoteles sold out of Zoom (ZM) in Q2 2022, closing a stake of 114,984 shares — an estimated $13.5M sold.

Ergoteles first reported a position in ZM in Q4 2020 and held it in 2 quarters. The position peaked at $30.1M in Q4 2020. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Ergoteles reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
Ergoteles sold 114,984 Zoom shares in Q2 2022, an estimated $13.5M.
Ergoteles first reported a position in Zoom in Q4 2020 and held it in 2 quarters.
Ergoteles's Zoom position peaked at $30.1M in Q4 2020.
753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.