Hummer Financial Advisory Services’s Zoom ZM Stock Holding History

Hummer Financial Advisory Services’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	-1,010	Closed	-$264K	–	107
2021 Q3	$264K	Hold	1,010	–	–	0.24%	89
2021 Q2	$391K	Hold	1,010	–	–	0.36%	68
2021 Q1	$325K	Hold	1,010	–	–	0.32%	73
2020 Q4	$341K	Hold	1,010	–	–	0.36%	68
2020 Q3	$475K	Hold	1,010	–	–	0.56%	44
2020 Q2	$256K	Buy	+1,010	New	+$182K	0.33%	64

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

Hummer Financial Advisory Services's ZM Position: Q4 2021 in Review

Hummer Financial Advisory Services sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,010 shares — an estimated $264K sold.

Hummer Financial Advisory Services first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $475K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Hummer Financial Advisory Services reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Hummer Financial Advisory Services sold 1,010 Zoom shares in Q4 2021, an estimated $264K.
Hummer Financial Advisory Services first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
Hummer Financial Advisory Services's Zoom position peaked at $475K in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Hummer Financial Advisory Services's 13F filing for Q4 2021, filed 19 Jan 2022.