Jacobi Capital Management’s Zoom ZM Stock Holding History

Jacobi Capital Management’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	-1,015	Closed	-$265K	–	1365
2021 Q3	$265K	Hold	1,015	–	–	0.03%	350
2021 Q2	$393K	Hold	1,015	–	–	0.05%	276
2021 Q1	$326K	Sell	1,015 -1,012	-50%	-$372K	0.05%	282
2020 Q4	$684K	Buy	2,027 +2,017	+20,170%	+$899K	0.11%	157
2020 Q3	$5K	Hold	10	–	–	﹤0.01%	957
2020 Q2	$3K	Sell	10 -10	-50%	-$1.8K	﹤0.01%	1020
2020 Q1	$3K	Buy	+20	New	+$1.97K	﹤0.01%	924

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jacobi Capital Management's ZM Position: Q4 2021 in Review

Jacobi Capital Management sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,015 shares — an estimated $265K sold.

Jacobi Capital Management first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $684K in Q4 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Jacobi Capital Management reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,015 Zoom shares in Q4 2021, an estimated $265K.
Jacobi Capital Management first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
Jacobi Capital Management's Zoom position peaked at $684K in Q4 2020.
813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.