Carmichael Hill & Associates’s Zoom ZM Stock Holding History

Carmichael Hill & Associates’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 Q4	–	Sell	-18	Closed	-$1.19K	–	822
2023 Q3	$1.26K	Sell	18 -50	-74%	-$3.47K	﹤0.01%	719
2023 Q2	$4.62K	Sell	68 -15	-18%	-$1K	﹤0.01%	648
2023 Q1	$6.13K	Sell	83 -50	-38%	-$3.6K	﹤0.01%	615
2022 Q4	$9.01K	Sell	133 -150	-53%	-$11.4K	﹤0.01%	566
2022 Q3	$21K	Hold	283	–	–	0.01%	466
2022 Q2	$31K	Buy	283 +15	+6%	+$1.58K	0.02%	407
2022 Q1	$31K	Hold	268	–	–	0.01%	439
2021 Q4	$49K	Hold	268	–	–	0.02%	372
2021 Q3	$70K	Hold	268	–	–	0.03%	294
2021 Q2	$104K	Buy	268 +18	+7%	+$6K	0.05%	242
2021 Q1	$80K	Hold	250	–	–	0.04%	266
2020 Q4	$84K	Sell	250 -15	-6%	-$6.69K	0.05%	253
2020 Q3	$125K	Hold	265	–	–	0.08%	185
2020 Q2	$67K	Sell	265 -55	-17%	-$9.9K	0.05%	243
2020 Q1	$47K	Buy	320 +220	+220%	+$21.7K	0.04%	265
2019 Q4	$7K	Buy	+100	New	+$6.88K	0.01%	529

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

NMO

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Carmichael Hill & Associates's ZM Position: Q4 2023 in Review

Carmichael Hill & Associates sold out of Zoom (ZM) in Q4 2023, closing a stake of 18 shares — an estimated $1.19K sold.

Carmichael Hill & Associates first reported a position in ZM in Q4 2019 and held it in 16 quarters. The position peaked at $125K in Q3 2020. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

Carmichael Hill & Associates reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 18 Zoom shares in Q4 2023, an estimated $1.19K.
Carmichael Hill & Associates first reported a position in Zoom in Q4 2019 and held it in 16 quarters.
Carmichael Hill & Associates's Zoom position peaked at $125K in Q3 2020.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Carmichael Hill & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.