Great Lakes Advisors’s Zoom ZM Stock Holding History

Great Lakes Advisors’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 Q4	–	Sell	-7,677	Closed	-$2.01M	–	736
2021 Q3	$2.01M	Buy	7,677 +507	+7%	+$171K	0.03%	378
2021 Q2	$2.77M	Buy	+7,170	New	+$2.39M	0.04%	347

Other funds holding ZM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Great Lakes Advisors's ZM Position: Q4 2021 in Review

Great Lakes Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 7,677 shares — an estimated $2.01M sold.

Great Lakes Advisors first reported a position in ZM in Q2 2021 and held it in 2 quarters. The position peaked at $2.77M in Q2 2021. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Great Lakes Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Great Lakes Advisors sold 7,677 Zoom shares in Q4 2021, an estimated $2.01M.
Great Lakes Advisors first reported a position in Zoom in Q2 2021 and held it in 2 quarters.
Great Lakes Advisors's Zoom position peaked at $2.77M in Q2 2021.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Great Lakes Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.