Van Hulzen Asset Management’s Zoom ZM Stock Holding History

Van Hulzen 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 Q3	–	Sell	-619	Closed	-$240K	–	296
2021 Q2	$240K	Sell	619 -15	-2%	-$5K	0.04%	230
2021 Q1	$204K	Sell	634 -17	-3%	-$6.26K	0.03%	246
2020 Q4	$220K	Sell	651 -10	-2%	-$4.46K	0.03%	259
2020 Q3	$311K	Sell	661 -262	-28%	-$83.8K	0.05%	188
2020 Q2	$234K	Sell	923 -1,628	-64%	-$293K	0.04%	224
2020 Q1	$373K	Buy	+2,551	New	+$252K	0.08%	147

Other funds holding ZM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Van Hulzen Asset Management's ZM Position: Q3 2021 in Review

Van Hulzen Asset Management sold out of Zoom (ZM) in Q3 2021, closing a stake of 619 shares — an estimated $240K sold.

Van Hulzen Asset Management first reported a position in ZM in Q1 2020 and held it in 6 quarters. The position peaked at $373K in Q1 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q3 2021.

Van Hulzen Asset Management reported no remaining Zoom position as of Q3 2021 after selling out during the quarter.
Van Hulzen Asset Management sold 619 Zoom shares in Q3 2021, an estimated $240K.
Van Hulzen Asset Management first reported a position in Zoom in Q1 2020 and held it in 6 quarters.
Van Hulzen Asset Management's Zoom position peaked at $373K in Q1 2020.
873 funds tracked by Wall St. Rank held Zoom as of Q3 2021.

Based on Van Hulzen Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.