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Northeast Investment Management’s Zoom ZM Stock Holding History

Northeast Investment Management’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
Q2 		– Sell
-3,298
Closed -$387K – 205
2022
Q1 		$387K Sell
3,298
-345
-9% -$46.9K 0.02% 150
2021
Q4 		$670K Sell
3,643
-1,970
-35% -$463K 0.03% 124
2021
Q3 		$1.47M Sell
5,613
-1,568
-22% -$529K 0.08% 99
2021
Q2 		$2.78M Sell
7,181
-1
-0% -$333 0.15% 81
2021
Q1 		$2.31M Hold
7,182
– – 0.14% 84
2020
Q4 		$2.42M Sell
7,182
-559
-7% -$249K 0.15% 77
2020
Q3 		$3.64M Buy
7,741
+945
+14% +$302K 0.24% 65
2020
Q2 		$1.72M Buy
6,796
+2,491
+58% +$448K 0.13% 79
2020
Q1 		$629K Buy
+4,305
New +$425K 0.06% 98

Other funds holding ZM

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Northeast Investment Management's ZM Position: Q2 2022 in Review

Northeast Investment Management sold out of Zoom (ZM) in Q2 2022, closing a stake of 3,298 shares — an estimated $387K sold.

Northeast Investment Management first reported a position in ZM in Q1 2020 and held it in 9 quarters. The position peaked at $3.64M in Q3 2020. 754 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

  • Northeast Investment Management reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
  • Northeast Investment Management sold 3,298 Zoom shares in Q2 2022, an estimated $387K.
  • Northeast Investment Management first reported a position in Zoom in Q1 2020 and held it in 9 quarters.
  • Northeast Investment Management's Zoom position peaked at $3.64M in Q3 2020.
  • 754 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Northeast Investment Management's 13F filing for Q2 2022, filed 5 Aug 2022.