Clear Street’s Zoom ZM Stock Holding History

Clear Street’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 Q2	–	Sell	-1,000,000	Closed	-$73.8M	–	1372
2023 Q1	$73.8M	Buy	+1,000,000	New	+$72.1M	2.63%	12

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Clear Street's ZM Position: Q3 2023 in Review

Clear Street sold out of Zoom (ZM) in Q3 2023, closing a stake of 300,000 shares — an estimated $20.4M sold.

Clear Street first reported a position in ZM in Q4 2021 and held it in 2 quarters. The position peaked at $27.6M in Q4 2021. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

Clear Street reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
Clear Street sold 300,000 Zoom shares in Q3 2023, an estimated $20.4M.
Clear Street first reported a position in Zoom in Q4 2021 and held it in 2 quarters.
Clear Street's Zoom position peaked at $27.6M in Q4 2021.
644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Clear Street's 13F filing for Q3 2023, filed 13 Nov 2023.