SRH Advisors’s Zoom ZM Stock Holding History

SRH Advisors’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 Q3	–	Sell	-55	Closed	-$21K	–	314
2021 Q2	$21K	Hold	55	–	–	0.03%	173
2021 Q1	$18K	Hold	55	–	–	0.03%	172
2020 Q4	$19K	Hold	55	–	–	0.03%	164
2020 Q3	$26K	Buy	+55	New	+$17.6K	0.05%	131

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SRH Advisors's ZM Position: Q3 2021 in Review

SRH Advisors sold out of Zoom (ZM) in Q3 2021, closing a stake of 55 shares — an estimated $21K sold.

SRH Advisors first reported a position in ZM in Q3 2020 and held it in 4 quarters. The position peaked at $26K in Q3 2020. 872 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

SRH Advisors reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
SRH Advisors sold 55 Zoom shares in Q3 2021, an estimated $21K.
SRH Advisors first reported a position in Zoom in Q3 2020 and held it in 4 quarters.
SRH Advisors's Zoom position peaked at $26K in Q3 2020.
872 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on SRH Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.