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Keel Point’s Zoom ZM Stock Holding History

Keel Point’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
-887
Closed -$232K – 291
2021
Q3 		$232K Buy
887
+26
+3% +$8.77K 0.03% 236
2021
Q2 		$333K Sell
861
-77
-8% -$25.6K 0.04% 184
2021
Q1 		$301K Buy
938
+75
+9% +$27.6K 0.03% 203
2020
Q4 		$291K Sell
863
-52
-6% -$23.2K 0.03% 194
2020
Q3 		$430K Sell
915
-215
-19% -$68.8K 0.04% 148
2020
Q2 		$287K Buy
+1,130
New +$203K 0.03% 162

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
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
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Keel Point's ZM Position: Q4 2021 in Review

Keel Point sold out of Zoom (ZM) in Q4 2021, closing a stake of 887 shares — an estimated $232K sold.

Keel Point first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $430K in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Keel Point reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Keel Point sold 887 Zoom shares in Q4 2021, an estimated $232K.
  • Keel Point first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
  • Keel Point's Zoom position peaked at $430K in Q3 2020.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Keel Point's 13F filing for Q4 2021, filed 31 Jan 2022.