SBSB
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Sullivan, Bruyette, Speros & Blaney’s Zoom ZM Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 		$201K Sell
625
-4
-0.6% -$1.47K 0.01% 306
2020
Q4 		$212K Buy
629
+4
+0.6% +$1.78K 0.01% 273
2020
Q3 		$294K Sell
625
-50
-7% -$16K 0.02% 204
2020
Q2 		$171K Buy
+675
New +$121K 0.01% 259

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
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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's ZM Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Zoom (ZM) stake by 0.64% in Q1 2021, selling an estimated $1.47K and leaving 625 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #306.

Sullivan, Bruyette, Speros & Blaney first reported a position in ZM in Q2 2020 and has held it in 4 quarters since. The position peaked at $294K in Q3 2020. 931 funds tracked by Wall St. Rank hold ZM as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 625 shares of Zoom worth $201K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 4 Zoom shares in Q1 2021, an estimated $1.47K.
  • Zoom made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #306 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Zoom in Q2 2020 and has held it in 4 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's Zoom position peaked at $294K in Q3 2020.
  • 931 funds tracked by Wall St. Rank held Zoom as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.