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Means Investment Company’s Zoom ZM Stock Holding History

Means Investment Company’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
2022
Q1 		– Sell
-1,352
Closed -$249K – 227
2021
Q4 		$249K Sell
1,352
-277
-17% -$65.1K 0.04% 175
2021
Q3 		$426K Sell
1,629
-93
-5% -$31.4K 0.08% 122
2021
Q2 		$666K Buy
1,722
+100
+6% +$33.3K 0.13% 94
2021
Q1 		$521K Buy
1,622
+13
+0.8% +$4.79K 0.12% 104
2020
Q4 		$696K Buy
1,609
+567
+54% +$253K 0.16% 87
2020
Q3 		$521K Buy
1,042
+30
+3% +$9.59K 0.14% 87
2020
Q2 		$234K Sell
1,012
-582
-37% -$105K 0.07% 128
2020
Q1 		$239K Buy
+1,594
New +$157K 0.09% 116

Other funds holding ZM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Means Investment Company's ZM Position: Q1 2022 in Review

Means Investment Company sold out of Zoom (ZM) in Q1 2022, closing a stake of 1,352 shares — an estimated $249K sold.

Means Investment Company first reported a position in ZM in Q1 2020 and held it in 8 quarters. The position peaked at $696K in Q4 2020. 766 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

  • Means Investment Company reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
  • Means Investment Company sold 1,352 Zoom shares in Q1 2022, an estimated $249K.
  • Means Investment Company first reported a position in Zoom in Q1 2020 and held it in 8 quarters.
  • Means Investment Company's Zoom position peaked at $696K in Q4 2020.
  • 766 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Means Investment Company's 13F filing for Q1 2022, filed 26 Apr 2022.