CloudAlpha Capital Management’s Zoom ZM Stock Holding History

CloudAlpha Capital Management’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	-4,350,000	Closed	-$304M	–	65
2023 Q3	$304M	Buy	4,350,000 +2,400,000	+123%	+$167M	16.31%	1
2023 Q2	$132M	Buy	+1,950,000	New	+$130M	11.2%	2
2021 Q1	–	Sell	-240,000	Closed	-$81M	–	119
2020 Q4	$81M	Buy	+240,000	New	+$107M	1.65%	13

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NMO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

CloudAlpha Capital Management's ZM Position: Q1 2024 in Review

CloudAlpha Capital Management sold out of Zoom (ZM) in Q1 2024, closing a stake of 504,900 shares — an estimated $36.3M sold.

CloudAlpha Capital Management first reported a position in ZM in Q4 2020 and held it in 4 quarters. The position peaked at $83M in Q3 2023. 674 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

CloudAlpha Capital Management reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
CloudAlpha Capital Management sold 504,900 Zoom shares in Q1 2024, an estimated $36.3M.
CloudAlpha Capital Management first reported a position in Zoom in Q4 2020 and held it in 4 quarters.
CloudAlpha Capital Management's Zoom position peaked at $83M in Q3 2023.
674 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on CloudAlpha Capital Management's 13F filing for Q1 2024, filed 26 Apr 2024.