Ceera Investments’s Zoom ZM Stock Holding History

Ceera Investments’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	-28,626	Closed	-$2M	–	87
2023 Q3	$2M	Sell	28,626 -420	-1%	-$29.2K	1.09%	27
2023 Q2	$1.97M	Sell	29,046 -696	-2%	-$46.5K	1.14%	26
2023 Q1	$2.2M	Sell	29,742 -2,915	-9%	-$210K	1.4%	25
2022 Q4	$2.21M	Sell	32,657 -10,206	-24%	-$775K	1.4%	30
2022 Q3	$3.15M	Sell	42,863 -2,626	-6%	-$250K	2.09%	14
2022 Q2	$4.91M	Buy	45,489 +22,370	+97%	+$2.36M	2.81%	8
2022 Q1	$2.71M	Buy	+23,119	New	+$3.14M	1.35%	29

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

AIM

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

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

NAMA

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

NMO

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ceera Investments's ZM Position: Q4 2023 in Review

Ceera Investments sold out of Zoom (ZM) in Q4 2023, closing a stake of 28,626 shares — an estimated $2M sold.

Ceera Investments first reported a position in ZM in Q1 2022 and held it in 7 quarters. The position peaked at $4.91M in Q2 2022. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

Ceera Investments reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
Ceera Investments sold 28,626 Zoom shares in Q4 2023, an estimated $2M.
Ceera Investments first reported a position in Zoom in Q1 2022 and held it in 7 quarters.
Ceera Investments's Zoom position peaked at $4.91M in Q2 2022.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Ceera Investments's 13F filing for Q4 2023, filed 8 Feb 2024.