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Bristlecone Advisors’s Zoom ZM Stock Holding History

Bristlecone Advisors’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
Q4 		– Sell
-4,992
Closed -$348K – 375
2024
Q3 		$348K Sell
4,992
-2,883
-37% -$180K 0.03% 221
2024
Q2 		$466K Buy
7,875
+25
+0.3% +$1.54K 0.04% 190
2024
Q1 		$513K Buy
7,850
+362
+5% +$24.1K 0.05% 184
2023
Q4 		$538K Sell
7,488
-115
-2% -$7.61K 0.05% 175
2023
Q3 		$532K Sell
7,603
-1
-0% -$69 0.06% 163
2023
Q2 		$516K Hold
7,604
– – 0.05% 174
2023
Q1 		$561K Sell
7,604
-431
-5% -$31.1K 0.06% 162
2022
Q4 		$544K Buy
8,035
+1,029
+15% +$78.2K 0.07% 163
2022
Q3 		$516K Buy
7,006
+66
+1% +$6.28K 0.07% 161
2022
Q2 		$749K Buy
6,940
+3,567
+106% +$376K 0.09% 136
2022
Q1 		$395K Buy
3,373
+1,809
+116% +$246K 0.05% 179
2021
Q4 		$288K Sell
1,564
-1,540
-50% -$362K 0.03% 195
2021
Q3 		$812K Sell
3,104
-87
-3% -$29.3K 0.11% 132
2021
Q2 		$1.24M Buy
3,191
+229
+8% +$76.3K 0.17% 112
2021
Q1 		$952K Buy
2,962
+55
+2% +$20.2K 0.14% 120
2020
Q4 		$981K Buy
2,907
+469
+19% +$209K 0.16% 118
2020
Q3 		$1.15M Buy
2,438
+1,314
+117% +$420K 0.21% 97
2020
Q2 		$285K Sell
1,124
-576
-34% -$104K 0.06% 147
2020
Q1 		$248K Buy
+1,700
New +$168K 0.06% 139

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 $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bristlecone Advisors's ZM Position: Q4 2024 in Review

Bristlecone Advisors sold out of Zoom (ZM) in Q4 2024, closing a stake of 4,992 shares — an estimated $348K sold.

Bristlecone Advisors first reported a position in ZM in Q1 2020 and held it in 19 quarters. The position peaked at $1.24M in Q2 2021. 715 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Bristlecone Advisors reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • Bristlecone Advisors sold 4,992 Zoom shares in Q4 2024, an estimated $348K.
  • Bristlecone Advisors first reported a position in Zoom in Q1 2020 and held it in 19 quarters.
  • Bristlecone Advisors's Zoom position peaked at $1.24M in Q2 2021.
  • 715 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Bristlecone Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.