Telemark Asset Management’s Zoom ZM Stock Holding History

Telemark Asset 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	-20,000	Closed	-$5.23M	–	61
2021 Q3	$5.23M	Sell	20,000 -50,000	-71%	-$16.9M	0.38%	53
2021 Q2	$27.1M	Sell	70,000 -20,000	-22%	-$6.66M	2.16%	12
2021 Q1	$28.9M	Buy	90,000 +60,000	+200%	+$22.1M	2.45%	11
2020 Q4	$10.1M	Hold	30,000	–	–	1.05%	40
2020 Q3	$14.1M	Buy	+30,000	New	+$9.59M	1.7%	20
2019 Q3	–	Sell	-350,000	Closed	-$31.1M	–	49
2019 Q2	$31.1M	Buy	+350,000	New	+$28.8M	3.56%	7

Other funds holding ZM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AIM

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Telemark Asset Management's ZM Position: Q4 2021 in Review

Telemark Asset Management sold out of Zoom (ZM) in Q4 2021, closing a stake of 20,000 shares — an estimated $5.23M sold.

Telemark Asset Management first reported a position in ZM in Q2 2019 and held it in 6 quarters. The position peaked at $31.1M in Q2 2019. 814 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

Telemark Asset Management reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
Telemark Asset Management sold 20,000 Zoom shares in Q4 2021, an estimated $5.23M.
Telemark Asset Management first reported a position in Zoom in Q2 2019 and held it in 6 quarters.
Telemark Asset Management's Zoom position peaked at $31.1M in Q2 2019.
814 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Telemark Asset Management's 13F filing for Q4 2021, filed 10 Feb 2022.