BCH
ZM icon

Berkshire Capital Holdings’s Zoom ZM Stock Holding History

Berkshire Capital Holdings’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
Q2 		– Sell
-10
Closed -$654 – 99
2024
Q1 		$654 Hold
10
– – ﹤0.01% 63
2023
Q4 		$719 Hold
10
– – ﹤0.01% 58
2023
Q3 		$699 Hold
10
– – ﹤0.01% 56
2023
Q2 		$679 Hold
10
– – ﹤0.01% 58
2023
Q1 		$738 Hold
10
– – ﹤0.01% 59
2022
Q4 		$677 Hold
10
– – ﹤0.01% 58
2022
Q3 		$1K Sell
10
-96,200
-100% -$9.16M ﹤0.01% 67
2022
Q2 		$10.4M Buy
96,210
+96,200
+962,000% +$10.1M 3.99% 11
2022
Q1 		$1K Hold
10
– – ﹤0.01% 75
2021
Q4 		$2K Hold
10
– – ﹤0.01% 63
2021
Q3 		$3K Sell
10
-60,160
-100% -$20.3M ﹤0.01% 47
2021
Q2 		$23.3M Buy
60,170
+60,160
+601,600% +$20M 2.73% 16
2021
Q1 		$3K Hold
10
– – ﹤0.01% 49
2020
Q4 		$3K Hold
10
– – ﹤0.01% 46
2020
Q3 		$5K Sell
10
-75,220
-100% -$24.1M ﹤0.01% 30
2020
Q2 		$19.1M Buy
75,230
+75,130
+75,130% +$13.5M 3.46% 13
2020
Q1 		$15K Buy
+100
New +$9.87K ﹤0.01% 23
2019
Q4 		– Sell
-28,410
Closed -$2.16M – 52
2019
Q3 		$2.16M Buy
+28,410
New +$2.56M 0.72% 20

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Berkshire Capital Holdings's ZM Position: Q2 2024 in Review

Berkshire Capital Holdings sold out of Zoom (ZM) in Q2 2024, closing a stake of 10 shares — an estimated $654 sold.

Berkshire Capital Holdings first reported a position in ZM in Q3 2019 and held it in 18 quarters. The position peaked at $23.3M in Q2 2021. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Berkshire Capital Holdings reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Berkshire Capital Holdings sold 10 Zoom shares in Q2 2024, an estimated $654.
  • Berkshire Capital Holdings first reported a position in Zoom in Q3 2019 and held it in 18 quarters.
  • Berkshire Capital Holdings's Zoom position peaked at $23.3M in Q2 2021.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Berkshire Capital Holdings's 13F filing for Q2 2024, filed 13 Aug 2024.