MWNA
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Marshall Wace North America’s Zoom ZM Stock Holding History

Marshall Wace North America’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
Q3 		– Sell
-142,480
Closed -$55.1M – 1765
2021
Q2 		$55.1M Sell
142,480
-440,660
-76% -$147M 0.23% 92
2021
Q1 		$187M Buy
+583,140
New +$215M 0.77% 16
2020
Q4 		– Sell
-3,724
Closed -$1.75M – 1632
2020
Q3 		$1.75M Buy
3,724
+1,613
+76% +$516K 0.01% 632
2020
Q2 		$535K Buy
2,111
+1,050
+99% +$189K ﹤0.01% 911
2020
Q1 		$155K Buy
+1,061
New +$105K ﹤0.01% 938
2019
Q3 		– Sell
-20,000
Closed -$1.78M – 1583
2019
Q2 		$1.78M Buy
+20,000
New +$1.65M 0.01% 604

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marshall Wace North America's ZM Position: Q3 2021 in Review

Marshall Wace North America sold out of Zoom (ZM) in Q3 2021, closing a stake of 142,480 shares — an estimated $55.1M sold.

Marshall Wace North America first reported a position in ZM in Q2 2019 and held it in 6 quarters. The position peaked at $187M in Q1 2021. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Marshall Wace North America reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Marshall Wace North America sold 142,480 Zoom shares in Q3 2021, an estimated $55.1M.
  • Marshall Wace North America first reported a position in Zoom in Q2 2019 and held it in 6 quarters.
  • Marshall Wace North America's Zoom position peaked at $187M in Q1 2021.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.