Geneva Partners’s Zoom ZM Stock Holding History

Geneva Partners’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
2020 Q4	–	Sell	-890	Closed	-$418K	–	113
2020 Q3	$418K	Sell	890 -515	-37%	-$165K	0.26%	66
2020 Q2	$356K	Sell	1,405 -445	-24%	-$80.1K	0.25%	68
2020 Q1	$270K	Buy	+1,850	New	+$183K	0.38%	46

Other funds holding ZM

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

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

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

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneva Partners's ZM Position: Q4 2020 in Review

Geneva Partners sold out of Zoom (ZM) in Q4 2020, closing a stake of 890 shares — an estimated $418K sold.

Geneva Partners first reported a position in ZM in Q1 2020 and held it in 3 quarters. The position peaked at $418K in Q3 2020. 938 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

Geneva Partners reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
Geneva Partners sold 890 Zoom shares in Q4 2020, an estimated $418K.
Geneva Partners first reported a position in Zoom in Q1 2020 and held it in 3 quarters.
Geneva Partners's Zoom position peaked at $418K in Q3 2020.
938 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Geneva Partners's 13F filing for Q4 2020, filed 1 Feb 2021.