Clare Market Investments’s Zoom ZM Stock Holding History

Clare Market 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	-6,345	Closed	-$444K	–	156
2023 Q3	$444K	Sell	6,345 -443	-7%	-$30.7K	0.17%	76
2023 Q2	$461K	Sell	6,788 -3,450	-34%	-$231K	0.17%	74
2023 Q1	$756K	Buy	10,238 +2,280	+29%	+$164K	0.32%	43
2022 Q4	$539K	Buy	7,958 +550	+7%	+$41.8K	0.25%	56
2022 Q3	$545K	Buy	7,408 +265	+4%	+$25.2K	0.24%	60
2022 Q2	$771K	Buy	7,143 +3,898	+120%	+$411K	0.34%	39
2022 Q1	$380K	Buy	3,245 +1,090	+51%	+$148K	0.12%	106
2021 Q4	$396K	Sell	2,155 -1,250	-37%	-$294K	0.11%	93
2021 Q3	$890K	Sell	3,405 -1,025	-23%	-$346K	0.27%	51
2021 Q2	$1.71M	Sell	4,430 -1,504	-25%	-$501K	0.55%	28
2021 Q1	$1.91M	Buy	5,934 +4,606	+347%	+$1.7M	0.72%	24
2020 Q4	$448K	Buy	+1,328	New	+$592K	0.19%	63
2020 Q2	–	Sell	-3,760	Closed	-$549K	–	102
2020 Q1	$549K	Buy	+3,760	New	+$371K	0.47%	36

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 $12.9B AUM 64.92% 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 $7.07B AUM 50.91% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Clare Market Investments's ZM Position: Q4 2023 in Review

Clare Market Investments sold out of Zoom (ZM) in Q4 2023, closing a stake of 6,345 shares — an estimated $444K sold.

Clare Market Investments first reported a position in ZM in Q1 2020 and held it in 13 quarters. The position peaked at $1.91M in Q1 2021. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

Clare Market Investments reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
Clare Market Investments sold 6,345 Zoom shares in Q4 2023, an estimated $444K.
Clare Market Investments first reported a position in Zoom in Q1 2020 and held it in 13 quarters.
Clare Market Investments's Zoom position peaked at $1.91M in Q1 2021.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Clare Market Investments's 13F filing for Q4 2023, filed 20 Feb 2025.