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Navellier & Associates’s Zoom ZM Stock Holding History

Navellier & Associates’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
-18,831
Closed -$7.29M – 341
2021
Q2 		$7.29M Buy
18,831
+829
+5% +$276K 1.1% 26
2021
Q1 		$5.78M Buy
18,002
+527
+3% +$194K 1.04% 30
2020
Q4 		$5.89M Buy
17,475
+1,591
+10% +$709K 1.07% 28
2020
Q3 		$7.47M Buy
15,884
+490
+3% +$157K 1.63% 9
2020
Q2 		$3.9M Buy
+15,394
New +$2.77M 0.93% 31

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Navellier & Associates's ZM Position: Q3 2021 in Review

Navellier & Associates sold out of Zoom (ZM) in Q3 2021, closing a stake of 18,831 shares — an estimated $7.29M sold.

Navellier & Associates first reported a position in ZM in Q2 2020 and held it in 5 quarters. The position peaked at $7.47M in Q3 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

  • Navellier & Associates reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
  • Navellier & Associates sold 18,831 Zoom shares in Q3 2021, an estimated $7.29M.
  • Navellier & Associates first reported a position in Zoom in Q2 2020 and held it in 5 quarters.
  • Navellier & Associates's Zoom position peaked at $7.47M in Q3 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Navellier & Associates's 13F filing for Q3 2021, filed 28 Oct 2021.