SCGE Management’s Zoom ZM Stock Holding History

SCGE 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
2021 Q4	–	Sell	-350,000	Closed	-$91.5M	–	44
2021 Q3	$91.5M	Hold	350,000	–	–	0.85%	25
2021 Q2	$135M	Hold	350,000	–	–	1.27%	21
2021 Q1	$112M	Hold	350,000	–	–	1.26%	20
2020 Q4	$118M	Hold	350,000	–	–	1.37%	21
2020 Q3	$165M	Hold	350,000	–	–	2.56%	15
2020 Q2	$88.7M	Hold	350,000	–	–	1.71%	17
2020 Q1	$51.1M	Hold	350,000	–	–	1.61%	19
2019 Q4	$23.8M	Hold	350,000	–	–	0.96%	17
2019 Q3	$26.7M	Hold	350,000	–	–	1.35%	16
2019 Q2	$31.1M	Buy	+350,000	New	+$28.8M	1.55%	17

Other funds holding ZM

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

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

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

AIM

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

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

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

SCGE Management's ZM Position: Q4 2021 in Review

SCGE Management sold out of Zoom (ZM) in Q4 2021, closing a stake of 350,000 shares — an estimated $91.5M sold.

SCGE Management first reported a position in ZM in Q2 2019 and held it in 10 quarters. The position peaked at $165M in Q3 2020. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

SCGE Management reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
SCGE Management sold 350,000 Zoom shares in Q4 2021, an estimated $91.5M.
SCGE Management first reported a position in Zoom in Q2 2019 and held it in 10 quarters.
SCGE Management's Zoom position peaked at $165M in Q3 2020.
813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on SCGE Management's 13F filing for Q4 2021, filed 14 Feb 2022.