Winton Group’s Zoom ZM Stock Holding History

Winton Group’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
2022 Q2	–	Sell	-2,927	Closed	-$343K	–	1100
2022 Q1	$343K	Buy	+2,927	New	+$398K	0.02%	786
2021 Q4	–	Sell	-8,575	Closed	-$2.24M	–	1452
2021 Q3	$2.24M	Buy	8,575 +2,493	+41%	+$841K	0.13%	145
2021 Q2	$2.35M	Sell	6,082 -1,011	-14%	-$337K	0.13%	131
2021 Q1	$2.28M	Buy	7,093 +1,984	+39%	+$730K	0.13%	107
2020 Q4	$1.72M	Buy	+5,109	New	+$2.28M	0.12%	164

Other funds holding ZM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Winton Group's ZM Position: Q2 2022 in Review

Winton Group sold out of Zoom (ZM) in Q2 2022, closing a stake of 2,927 shares — an estimated $343K sold.

Winton Group first reported a position in ZM in Q4 2020 and held it in 5 quarters. The position peaked at $2.35M in Q2 2021. 753 funds tracked by Wall St. Rank hold ZM as of Q2 2022.

Winton Group reported no remaining Zoom position as of Q2 2022 after selling out during the quarter.
Winton Group sold 2,927 Zoom shares in Q2 2022, an estimated $343K.
Winton Group first reported a position in Zoom in Q4 2020 and held it in 5 quarters.
Winton Group's Zoom position peaked at $2.35M in Q2 2021.
753 funds tracked by Wall St. Rank held Zoom as of Q2 2022.

Based on Winton Group's 13F filing for Q2 2022, filed 10 Aug 2022.