EIM
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Essex Investment Management’s Zoom ZM Stock Holding History

Essex Investment 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
2021
Q3 		– Sell
-1,263
Closed -$489K – 444
2021
Q2 		$489K Sell
1,263
-50
-4% -$16.7K 0.06% 284
2021
Q1 		$422K Sell
1,313
-64
-5% -$23.6K 0.05% 301
2020
Q4 		$464K Sell
1,377
-172
-11% -$76.7K 0.06% 295
2020
Q3 		$728K Sell
1,549
-684
-31% -$219K 0.1% 263
2020
Q2 		$566K Sell
2,233
-23,902
-91% -$4.3M 0.09% 240
2020
Q1 		$3.82M Buy
+26,135
New +$2.58M 0.77% 23

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Essex Investment Management's ZM Position: Q3 2021 in Review

Essex Investment Management sold out of Zoom (ZM) in Q3 2021, closing a stake of 1,263 shares — an estimated $489K sold.

Essex Investment Management first reported a position in ZM in Q1 2020 and held it in 6 quarters. The position peaked at $3.82M in Q1 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Essex Investment Management reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Essex Investment Management sold 1,263 Zoom shares in Q3 2021, an estimated $489K.
  • Essex Investment Management first reported a position in Zoom in Q1 2020 and held it in 6 quarters.
  • Essex Investment Management's Zoom position peaked at $3.82M in Q1 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Essex Investment Management's 13F filing for Q3 2021, filed 9 Nov 2021.