SI
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Stephens Inc’s Zoom ZM Stock Holding History

Stephens Inc’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
-547
Closed -$212K – 1404
2021
Q2 		$212K Sell
547
-98
-15% -$32.6K ﹤0.01% 1183
2021
Q1 		$207K Buy
+645
New +$237K ﹤0.01% 1157
2020
Q4 		– Sell
-890
Closed -$418K – 1275
2020
Q3 		$418K Sell
890
-420
-32% -$134K 0.01% 774
2020
Q2 		$332K Buy
+1,310
New +$236K 0.01% 811
2020
Q1 		– Sell
-9,790
Closed -$666K – 1216
2019
Q4 		$666K Buy
+9,790
New +$674K 0.01% 653

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return