HoyleCohen’s Zoom ZM Stock Holding History

HoyleCohen’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	-1,149	Closed	-$211K	–	288
2021 Q4	$211K	Buy	+1,149	New	+$270K	0.02%	269
2021 Q3	–	Sell	-944	Closed	-$365	–	274
2021 Q2	$365	Buy	944 +50	+6%	+$16.7K	0.03%	205
2021 Q1	$287K	Buy	894 +4	+0.4%	+$1.47K	0.03%	219
2020 Q4	$300K	Sell	890 -88	-9%	-$39.2K	0.03%	190
2020 Q3	$460K	Buy	978 +28	+3%	+$8.95K	0.07%	141
2020 Q2	$241K	Buy	+950	New	+$171K	0.04%	171

Other funds holding ZM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

HoyleCohen's ZM Position: Q1 2022 in Review

HoyleCohen sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,149 shares — an estimated $211K sold.

HoyleCohen first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $460K in Q3 2020. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

HoyleCohen reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
HoyleCohen sold 1,149 Zoom shares in Q1 2022, an estimated $211K.
HoyleCohen first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
HoyleCohen's Zoom position peaked at $460K in Q3 2020.
766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on HoyleCohen's 13F filing for Q1 2022, filed 3 May 2022.