PJB
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Paul John Balson’s Zoom ZM Stock Holding History

Paul John Balson’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
Q4 		$327K Sell
970
-166
-15% -$74K 0.07% 71
2020
Q3 		$534K Buy
1,136
+45
+4% +$14.4K 0.13% 44
2020
Q2 		$277K Buy
+1,091
New +$196K 0.1% 63

Other funds holding ZM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paul John Balson's ZM Position: Q4 2020 in Review

Paul John Balson reduced its Zoom (ZM) stake by 15% in Q4 2020, selling an estimated $74K and leaving 970 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #71.

Paul John Balson first reported a position in ZM in Q2 2020 and has held it in 3 quarters since. The position peaked at $534K in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

  • Paul John Balson held 970 shares of Zoom worth $327K as of Q4 2020.
  • Paul John Balson sold 166 Zoom shares in Q4 2020, an estimated $74K.
  • Zoom made up 0.07% of Paul John Balson's portfolio in Q4 2020, its #71 holding.
  • Paul John Balson first reported a position in Zoom in Q2 2020 and has held it in 3 quarters since.
  • Paul John Balson's Zoom position peaked at $534K in Q3 2020.
  • 937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.