Lountzis Asset Management’s Zoom ZM Stock Holding History

Lountzis Asset 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	-2	Closed	-$523	–	95
2021 Q3	$523	Buy	+2	New	+$674	﹤0.01%	99

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Lountzis Asset Management's ZM Position: Q4 2021 in Review

Lountzis Asset Management sold out of Zoom (ZM) in Q4 2021, closing a stake of 2 shares — an estimated $523 sold.

Lountzis Asset Management first reported a position in ZM in Q3 2021 and held it in 1 quarter. The position peaked at $523 in Q3 2021. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Lountzis Asset Management reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Lountzis Asset Management sold 2 Zoom shares in Q4 2021, an estimated $523.
Lountzis Asset Management first reported a position in Zoom in Q3 2021 and held it in 1 quarter.
Lountzis Asset Management's Zoom position peaked at $523 in Q3 2021.
813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.