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Evolutionary Tree Capital Management’s Zoom ZM Stock Holding History

Evolutionary Tree Capital 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
2022
Q1 		– Sell
-12,972
Closed -$2.39M – 46
2021
Q4 		$2.39M Buy
12,972
+2,238
+21% +$526K 1.15% 30
2021
Q3 		$2.81M Buy
10,734
+3,053
+40% +$1.03M 1.25% 34
2021
Q2 		$2.97M Buy
+7,681
New +$2.56M 1.37% 31

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evolutionary Tree Capital Management's ZM Position: Q1 2022 in Review

Evolutionary Tree Capital Management sold out of Zoom (ZM) in Q1 2022, closing a stake of 12,972 shares — an estimated $2.39M sold.

Evolutionary Tree Capital Management first reported a position in ZM in Q2 2021 and held it in 3 quarters. The position peaked at $2.97M in Q2 2021. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Evolutionary Tree Capital Management reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Evolutionary Tree Capital Management sold 12,972 Zoom shares in Q1 2022, an estimated $2.39M.
  • Evolutionary Tree Capital Management first reported a position in Zoom in Q2 2021 and held it in 3 quarters.
  • Evolutionary Tree Capital Management's Zoom position peaked at $2.97M in Q2 2021.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Evolutionary Tree Capital Management's 13F filing for Q1 2022, filed 13 May 2022.