Managed Asset Portfolios’s Zoom ZM Stock Holding History

Managed Asset Portfolios’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	-7,000	Closed	-$1.83M	–	36
2021 Q3	$1.83M	Hold	7,000	–	–	0.28%	32
2021 Q2	$2.71M	Sell	7,000 -7,000	-50%	-$2.33M	0.4%	32
2021 Q1	$4.5M	Hold	14,000	–	–	0.72%	29
2020 Q4	$4.72M	Hold	14,000	–	–	0.83%	26
2020 Q3	$6.58M	Buy	+14,000	New	+$4.48M	1.31%	24

Other funds holding ZM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Managed Asset Portfolios's ZM Position: Q4 2021 in Review

Managed Asset Portfolios sold out of Zoom (ZM) in Q4 2021, closing a stake of 7,000 shares — an estimated $1.83M sold.

Managed Asset Portfolios first reported a position in ZM in Q3 2020 and held it in 5 quarters. The position peaked at $6.58M in Q3 2020. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Managed Asset Portfolios reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Managed Asset Portfolios sold 7,000 Zoom shares in Q4 2021, an estimated $1.83M.
Managed Asset Portfolios first reported a position in Zoom in Q3 2020 and held it in 5 quarters.
Managed Asset Portfolios's Zoom position peaked at $6.58M in Q3 2020.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Managed Asset Portfolios's 13F filing for Q4 2021, filed 7 Feb 2022.