Belmont Capital’s Zoom ZM Stock Holding History

Belmont Capital’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
2024 Q3	–	Sell	-1,306	Closed	-$77.3K	–	208
2024 Q2	$77.3K	Hold	1,306	–	–	0.01%	152
2024 Q1	$85.4K	Hold	1,306	–	–	0.02%	114
2023 Q4	$93.9K	Hold	1,306	–	–	0.04%	96
2023 Q3	$91.3K	Hold	1,306	–	–	0.05%	94
2023 Q2	$88.7K	Hold	1,306	–	–	0.05%	58
2023 Q1	$96.4K	Hold	1,306	–	–	0.08%	41
2022 Q4	$88K	Hold	1,306	–	–	0.09%	39
2022 Q3	$96K	Hold	1,306	–	–	0.11%	31
2022 Q2	$141K	Hold	1,306	–	–	0.17%	21
2022 Q1	$153K	Sell	1,306 -1,800	-58%	-$245K	0.15%	19
2021 Q4	$571K	Hold	3,106	–	–	0.45%	15
2021 Q3	$812K	Buy	3,106 +1,800	+138%	+$607K	0.66%	11
2021 Q2	$505K	Hold	1,306	–	–	0.52%	12
2021 Q1	$420K	Sell	1,306 -391,059	-100%	-$144M	0.52%	10
2020 Q4	$132M	Hold	392,365	–	–	60.22%	1
2020 Q3	$184M	Hold	392,365	–	–	70.34%	1
2020 Q2	$99.5M	Hold	392,365	–	–	56.53%	1
2020 Q1	$57.3M	Sell	392,365 -225,197	-36%	-$22.2M	49.78%	1
2019 Q4	$42M	Buy	+617,562	New	+$42.5M	34.47%	2

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Belmont Capital's ZM Position: Q3 2024 in Review

Belmont Capital sold out of Zoom (ZM) in Q3 2024, closing a stake of 1,306 shares — an estimated $77.3K sold.

Belmont Capital first reported a position in ZM in Q4 2019 and held it in 19 quarters. The position peaked at $184M in Q3 2020. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

Belmont Capital reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
Belmont Capital sold 1,306 Zoom shares in Q3 2024, an estimated $77.3K.
Belmont Capital first reported a position in Zoom in Q4 2019 and held it in 19 quarters.
Belmont Capital's Zoom position peaked at $184M in Q3 2020.
667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Belmont Capital's 13F filing for Q3 2024, filed 7 Nov 2024.