GT
ZM icon

Greenleaf Trust’s Zoom ZM Stock Holding History

Greenleaf 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
Q4 		– Sell
-785
Closed -$205K – 784
2021
Q3 		$205K Sell
785
-24
-3% -$8.09K ﹤0.01% 694
2021
Q2 		$313K Sell
809
-1,519
-65% -$506K ﹤0.01% 561
2021
Q1 		$748K Sell
2,328
-14
-0.6% -$5.15K 0.01% 269
2020
Q4 		$790K Sell
2,342
-251
-10% -$112K 0.01% 232
2020
Q3 		$1.22M Buy
+2,593
New +$829K 0.02% 136

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Baillie Gifford & Co
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
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Greenleaf Trust's ZM Position: Q4 2021 in Review

Greenleaf Trust sold out of Zoom (ZM) in Q4 2021, closing a stake of 785 shares — an estimated $205K sold.

Greenleaf Trust first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $1.22M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Greenleaf Trust reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Greenleaf Trust sold 785 Zoom shares in Q4 2021, an estimated $205K.
  • Greenleaf Trust first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
  • Greenleaf Trust's Zoom position peaked at $1.22M in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Greenleaf Trust's 13F filing for Q4 2021, filed 11 Feb 2022.