Jefferies Group’s Zoom ZM Stock Holding History

Jefferies Group’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 Q1	–	Sell	-11,500	Closed	-$3.88M	–	2054
2020 Q4	$3.88M	Sell	11,500 -6,000	-34%	-$2.67M	0.03%	496
2020 Q3	$8.23M	Buy	+17,500	New	+$5.6M	0.09%	182

Other funds holding ZM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Jefferies Group's ZM Position: Q3 2022 in Review

Jefferies Group sold out of Zoom (ZM) in Q3 2022, closing a stake of 15,204 shares — an estimated $1.64M sold.

Jefferies Group first reported a position in ZM in Q3 2019 and held it in 8 quarters. The position peaked at $5.72M in Q3 2019. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Jefferies Group reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Jefferies Group sold 15,204 Zoom shares in Q3 2022, an estimated $1.64M.
Jefferies Group first reported a position in Zoom in Q3 2019 and held it in 8 quarters.
Jefferies Group's Zoom position peaked at $5.72M in Q3 2019.
662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.