Caldwell Sutter Capital’s Zoom ZM Stock Holding History

Caldwell Sutter 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	-50	Closed	-$2.96K	–	928
2024 Q2	$2.96K	Buy	+50	New	+$3.07K	﹤0.01%	705

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Sutter Capital's ZM Position: Q3 2024 in Review

Caldwell Sutter Capital sold out of Zoom (ZM) in Q3 2024, closing a stake of 50 shares — an estimated $2.96K sold.

Caldwell Sutter Capital first reported a position in ZM in Q2 2024 and held it in 1 quarter. The position peaked at $2.96K in Q2 2024. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

Caldwell Sutter Capital reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
Caldwell Sutter Capital sold 50 Zoom shares in Q3 2024, an estimated $2.96K.
Caldwell Sutter Capital first reported a position in Zoom in Q2 2024 and held it in 1 quarter.
Caldwell Sutter Capital's Zoom position peaked at $2.96K in Q2 2024.
667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Caldwell Sutter Capital's 13F filing for Q3 2024, filed 25 Oct 2024.