Zevenbergen Capital Investments’s Zoom ZM Stock Holding History

Zevenbergen Capital Investments’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 Q3	–	Sell	-196,645	Closed	-$21.2M	–	111
2022 Q2	$21.2M	Sell	196,645 -99,910	-34%	-$10.5M	0.97%	30
2022 Q1	$34.8M	Sell	296,555 -95,887	-24%	-$13M	0.93%	29
2021 Q4	$72.2M	Sell	392,442 -64,310	-14%	-$15.1M	1.5%	24
2021 Q3	$119M	Buy	456,752 +90,571	+25%	+$30.5M	2.27%	17
2021 Q2	$142M	Buy	366,181 +81,787	+29%	+$27.2M	2.52%	15
2021 Q1	$91.4M	Buy	284,394 +55,492	+24%	+$20.4M	1.73%	24
2020 Q4	$77.2M	Sell	228,902 -22,455	-9%	-$10M	1.35%	25
2020 Q3	$118M	Buy	251,357 +5,869	+2%	+$1.88M	2.37%	18
2020 Q2	$62.2M	Buy	245,488 +171,073	+230%	+$30.8M	1.48%	22
2020 Q1	$10.9M	Buy	74,415 +58,415	+365%	+$5.76M	0.41%	35
2019 Q4	$1.09M	Buy	+16,000	New	+$1.1M	0.04%	60

Other funds holding ZM

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

AIM

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zevenbergen Capital Investments's ZM Position: Q3 2022 in Review

Zevenbergen Capital Investments sold out of Zoom (ZM) in Q3 2022, closing a stake of 196,645 shares — an estimated $21.2M sold.

Zevenbergen Capital Investments first reported a position in ZM in Q4 2019 and held it in 11 quarters. The position peaked at $142M in Q2 2021. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Zevenbergen Capital Investments reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Zevenbergen Capital Investments sold 196,645 Zoom shares in Q3 2022, an estimated $21.2M.
Zevenbergen Capital Investments first reported a position in Zoom in Q4 2019 and held it in 11 quarters.
Zevenbergen Capital Investments's Zoom position peaked at $142M in Q2 2021.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2022, filed 14 Nov 2022.