First Mercantile Trust’s Zoom ZM Stock Holding History

First Mercantile Trust’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	$1.86M	Buy	7,102 +982	+16%	+$331K	0.25%	61
2021 Q2	$2.37M	Buy	6,120 +1,196	+24%	+$398K	0.28%	52
2021 Q1	$1.58M	Buy	4,924 +2,924	+146%	+$1.08M	0.18%	74
2020 Q4	$675K	Buy	2,000 +950	+90%	+$424K	0.08%	142
2020 Q3	$434K	Sell	1,050 -150	-13%	-$48K	0.05%	200
2020 Q2	$304K	Buy	1,200 +1,000	+500%	+$180K	0.04%	268
2020 Q1	$29K	Buy	+200	New	+$19.7K	﹤0.01%	768

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Mercantile Trust's ZM Position: Q3 2021 in Review

First Mercantile Trust increased its Zoom (ZM) stake by 16% in Q3 2021, buying an estimated $331K and bringing the position to 7,102 shares worth $1.86M. The position accounts for 0.25% of the portfolio, ranked #61.

First Mercantile Trust first reported a position in ZM in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.37M in Q2 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

First Mercantile Trust held 7,102 shares of Zoom worth $1.86M as of Q3 2021.
First Mercantile Trust bought 982 Zoom shares in Q3 2021, an estimated $331K.
Zoom made up 0.25% of First Mercantile Trust's portfolio in Q3 2021, its #61 holding.
First Mercantile Trust first reported a position in Zoom in Q1 2020 and has held it in 7 quarters since.
First Mercantile Trust's Zoom position peaked at $2.37M in Q2 2021.
873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.