Winslow Evans & Crocker’s Zoom ZM Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	–	Sell	-7	Closed	-$3K	–	1363
2020 Q3	$3K	Hold	7	–	–	﹤0.01%	978
2020 Q2	$2K	Sell	7 -1	-13%	-$180	﹤0.01%	1065
2020 Q1	$2K	Buy	+8	New	+$789	﹤0.01%	1089

Other funds holding ZM

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

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

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

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's ZM Position: Q4 2020 in Review

Winslow Evans & Crocker sold out of Zoom (ZM) in Q4 2020, closing a stake of 7 shares — an estimated $3K sold.

Winslow Evans & Crocker first reported a position in ZM in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 937 funds tracked by Wall St. Rank hold ZM as of Q4 2020.

Winslow Evans & Crocker reported no remaining Zoom position as of Q4 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 7 Zoom shares in Q4 2020, an estimated $3K.
Winslow Evans & Crocker first reported a position in Zoom in Q1 2020 and held it in 3 quarters.
Winslow Evans & Crocker's Zoom position peaked at $3K in Q3 2020.
937 funds tracked by Wall St. Rank held Zoom as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.