BCP
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Berylson Capital Partners’s Zoom ZM Stock Holding History

Berylson Capital Partners’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
2023
Q3 		– Sell
-14,600
Closed -$991K – 30
2023
Q2 		$991K Buy
+14,600
New +$976K 2.8% 16
2021
Q1 		– Sell
-29,100
Closed -$9.82M – 86
2020
Q4 		$9.82M Buy
29,100
+17,700
+155% +$7.89M 1.68% 22
2020
Q3 		$5.36M Sell
11,400
-24,800
-69% -$7.93M 1.88% 24
2020
Q2 		$9.18M Buy
+36,200
New +$6.51M 5.65% 5

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berylson Capital Partners's ZM Position: Q3 2023 in Review

Berylson Capital Partners sold out of Zoom (ZM) in Q3 2023, closing a stake of 14,600 shares — an estimated $991K sold.

Berylson Capital Partners first reported a position in ZM in Q2 2020 and held it in 4 quarters. The position peaked at $9.82M in Q4 2020. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

  • Berylson Capital Partners reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
  • Berylson Capital Partners sold 14,600 Zoom shares in Q3 2023, an estimated $991K.
  • Berylson Capital Partners first reported a position in Zoom in Q2 2020 and held it in 4 quarters.
  • Berylson Capital Partners's Zoom position peaked at $9.82M in Q4 2020.
  • 644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Berylson Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.