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Samalin Investment Counsel’s Zoom ZM Stock Holding History

Samalin Investment Counsel’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 		– Sell
-697
Closed -$328K – 233
2020
Q3 		$328K Sell
697
-694
-50% -$222K 0.29% 109
2020
Q2 		$352K Sell
1,391
-131
-9% -$23.6K 0.37% 83
2020
Q1 		$222K Buy
+1,522
New +$150K 0.3% 105

Other funds holding ZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Samalin Investment Counsel's ZM Position: Q4 2020 in Review

Samalin Investment Counsel sold out of Zoom (ZM) in Q4 2020, closing a stake of 697 shares — an estimated $328K sold.

Samalin Investment Counsel first reported a position in ZM in Q1 2020 and held it in 3 quarters. The position peaked at $352K in Q2 2020. 938 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

  • Samalin Investment Counsel reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 697 Zoom shares in Q4 2020, an estimated $328K.
  • Samalin Investment Counsel first reported a position in Zoom in Q1 2020 and held it in 3 quarters.
  • Samalin Investment Counsel's Zoom position peaked at $352K in Q2 2020.
  • 938 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Samalin Investment Counsel's 13F filing for Q4 2020, filed 9 Feb 2021.