Sawyer & Company’s Zoom ZM Stock Holding History

Sawyer & Company’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 Q1	–	Sell	-500	Closed	-$92K	–	186
2021 Q4	$92K	Hold	500	–	–	0.04%	122
2021 Q3	$131K	Hold	500	–	–	0.06%	110
2021 Q2	$194K	Hold	500	–	–	0.09%	100
2021 Q1	$161K	Hold	500	–	–	0.08%	102
2020 Q4	$169K	Hold	500	–	–	0.09%	100
2020 Q3	$235K	Sell	500 -1,000	-67%	-$320K	0.14%	91
2020 Q2	$380K	Sell	1,500 -1,500	-50%	-$270K	0.24%	82
2020 Q1	$438K	Hold	3,000	–	–	0.35%	70
2019 Q4	$204K	Buy	+3,000	New	+$206K	0.13%	96

Other funds holding ZM

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sawyer & Company's ZM Position: Q1 2022 in Review

Sawyer & Company sold out of Zoom (ZM) in Q1 2022, closing a stake of 500 shares — an estimated $92K sold.

Sawyer & Company first reported a position in ZM in Q4 2019 and held it in 9 quarters. The position peaked at $438K in Q1 2020. 767 funds tracked by Wall St. Rank hold ZM as of Q1 2022.

Sawyer & Company reported no remaining Zoom position as of Q1 2022 after selling out during the quarter.
Sawyer & Company sold 500 Zoom shares in Q1 2022, an estimated $92K.
Sawyer & Company first reported a position in Zoom in Q4 2019 and held it in 9 quarters.
Sawyer & Company's Zoom position peaked at $438K in Q1 2020.
767 funds tracked by Wall St. Rank held Zoom as of Q1 2022.

Based on Sawyer & Company's 13F filing for Q1 2022, filed 26 Apr 2022.