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
2024 Q1	–	Hold	0	–	-$12.9K	–	825
2023 Q4	–	Hold	0	–	–	–	542
2023 Q3	–	Hold	0	–	–	–	512
2023 Q2	–	Hold	0	–	–	–	518
2023 Q1	–	Hold	0	–	–	–	494
2022 Q4	–	Hold	0	–	–	–	375
2022 Q3	–	Hold	0	–	–	–	349
2022 Q2	–	Sell	-600	Closed	-$63.3K	–	294
2022 Q1	$70K	Sell	600 -200	-25%	-$27.2K	0.03%	291
2021 Q4	$147K	Buy	800 +200	+33%	+$47K	0.07%	215
2021 Q3	$156K	Hold	600	–	–	0.08%	199
2021 Q2	$232K	Hold	600	–	–	0.12%	153
2021 Q1	$192K	Sell	600 -100	-14%	-$36.8K	0.11%	163
2020 Q4	$236K	Hold	700	–	–	0.14%	133
2020 Q3	$329K	Hold	700	–	–	0.22%	95
2020 Q2	$178K	Sell	700 -800	-53%	-$144K	0.13%	134
2020 Q1	$219K	Buy	1,500 +1,000	+200%	+$98.7K	0.19%	103
2019 Q4	$34K	Buy	+500	New	+$34.4K	0.02%	334

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.