Norris Financial Group’s Zoom ZM Stock Holding History

Norris Financial Group’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 Q2	–	Sell	-6,924	Closed	-$1.01M	–	84
2020 Q1	$1.01M	Buy	+6,924	New	+$683K	1.12%	24

Other funds holding ZM

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norris Financial Group's ZM Position: Q2 2020 in Review

Norris Financial Group sold out of Zoom (ZM) in Q2 2020, closing a stake of 6,924 shares — an estimated $1.01M sold.

Norris Financial Group first reported a position in ZM in Q1 2020 and held it in 1 quarter. The position peaked at $1.01M in Q1 2020. 715 funds tracked by Wall St. Rank hold ZM as of Q2 2020.

Norris Financial Group reported no remaining Zoom position as of Q2 2020 after selling out during the quarter.
Norris Financial Group sold 6,924 Zoom shares in Q2 2020, an estimated $1.01M.
Norris Financial Group first reported a position in Zoom in Q1 2020 and held it in 1 quarter.
Norris Financial Group's Zoom position peaked at $1.01M in Q1 2020.
715 funds tracked by Wall St. Rank held Zoom as of Q2 2020.

Based on Norris Financial Group's 13F filing for Q2 2020, filed 2 Jun 2026.