SM
ZM icon

SG3 Management’s Zoom ZM Stock Holding History

SG3 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
Q1 		– Sell
-80,000
Closed -$27M – 1523
2020
Q4 		$27M Buy
80,000
+53,200
+199% +$23.7M 0.51% 29
2020
Q3 		$12.6M Sell
26,800
-58,200
-68% -$18.6M 0.47% 47
2020
Q2 		$21.6M Buy
85,000
+75,000
+750% +$13.5M 1.49% 10
2020
Q1 		$1.46M Buy
+10,000
New +$987K 0.2% 84

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

SG3 Management's ZM Position: Q4 2021 in Review

SG3 Management sold out of Zoom (ZM) in Q4 2021, closing a stake of 5,000 shares — an estimated $1.31M sold.

SG3 Management first reported a position in ZM in Q2 2019 and held it in 5 quarters. The position peaked at $2.56M in Q1 2020. 815 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • SG3 Management reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • SG3 Management sold 5,000 Zoom shares in Q4 2021, an estimated $1.31M.
  • SG3 Management first reported a position in Zoom in Q2 2019 and held it in 5 quarters.
  • SG3 Management's Zoom position peaked at $2.56M in Q1 2020.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on SG3 Management's 13F filing for Q4 2021, filed 15 Feb 2022.