Indie Asset Partners’s Zoom ZM Stock Holding History

Indie Asset Partners’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
2020 Q4	–	Sell	-428	Closed	-$201K	–	118
2020 Q3	$201K	Sell	428 -1,125	-72%	-$360K	0.25%	89
2020 Q2	$388K	Buy	+1,553	New	+$279K	0.49%	51

Other funds holding ZM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Indie Asset Partners's ZM Position: Q4 2020 in Review

Indie Asset Partners sold out of Zoom (ZM) in Q4 2020, closing a stake of 428 shares — an estimated $201K sold.

Indie Asset Partners first reported a position in ZM in Q2 2020 and held it in 2 quarters. The position peaked at $388K in Q2 2020. 938 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

Indie Asset Partners reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
Indie Asset Partners sold 428 Zoom shares in Q4 2020, an estimated $201K.
Indie Asset Partners first reported a position in Zoom in Q2 2020 and held it in 2 quarters.
Indie Asset Partners's Zoom position peaked at $388K in Q2 2020.
938 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Indie Asset Partners's 13F filing for Q4 2020, filed 9 Feb 2021.