IRF
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IBM Retirement Fund’s Zoom ZM Stock Holding History

IBM Retirement Fund’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
Q2 		– Sell
-3,470
Closed -$407K – 483
2022
Q1 		$407K Sell
3,470
-85
-2% -$11.6K 0.06% 308
2021
Q4 		$654K Sell
3,555
-2,486
-41% -$585K 0.08% 225
2021
Q3 		$1.58M Buy
6,041
+16
+0.3% +$5.39K 0.12% 141
2021
Q2 		$2.33M Buy
6,025
+52
+0.9% +$17.3K 0.18% 99
2021
Q1 		$1.92M Sell
5,973
-234
-4% -$86.1K 0.14% 132
2020
Q4 		$2.09M Buy
6,207
+772
+14% +$344K 0.14% 129
2020
Q3 		$2.56M Buy
5,435
+1,526
+39% +$488K 0.22% 82
2020
Q2 		$991K Buy
+3,909
New +$703K 0.13% 145

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

IBM Retirement Fund's ZM Position: Q2 2022 in Review

IBM Retirement Fund sold out of Zoom (ZM) in Q2 2022, closing a stake of 3,470 shares — an estimated $407K sold.

IBM Retirement Fund first reported a position in ZM in Q2 2020 and held it in 8 quarters. The position peaked at $2.56M in Q3 2020. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

  • IBM Retirement Fund reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 3,470 Zoom shares in Q2 2022, an estimated $407K.
  • IBM Retirement Fund first reported a position in Zoom in Q2 2020 and held it in 8 quarters.
  • IBM Retirement Fund's Zoom position peaked at $2.56M in Q3 2020.
  • 753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.