Marc Stad’s Zoom ZM Stock Holding History

Marc Stad’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
2020 Q1	–	Sell	-100,000	Closed	-$6.8M	–	26
2019 Q4	$6.8M	Buy	+100,000	New	+$6.88M	0.28%	18

Other funds holding ZM

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

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

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Marc Stad's ZM Position: Q1 2020 in Review

Marc Stad sold out of Zoom (ZM) in Q1 2020, closing a stake of 100,000 shares — an estimated $6.8M sold.

Marc Stad first reported a position in ZM in Q4 2019 and held it in 1 quarter. The position peaked at $6.8M in Q4 2019. 514 funds tracked by Wall St. Rank hold ZM as of Q1 2020.

Marc Stad reported no remaining Zoom position as of Q1 2020 after selling out during the quarter.
Marc Stad sold 100,000 Zoom shares in Q1 2020, an estimated $6.8M.
Marc Stad first reported a position in Zoom in Q4 2019 and held it in 1 quarter.
Marc Stad's Zoom position peaked at $6.8M in Q4 2019.
514 funds tracked by Wall St. Rank held Zoom as of Q1 2020.

Based on Dragoneer Investment Group's 13F filing for Q1 2020, filed 15 May 2020.