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Connective Portfolio Management’s Zoom ZM Stock Holding History

Connective Portfolio 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
-4,000
Closed -$280K – 55
2023
Q3 		$280K Buy
+4,000
New +$278K 0.85% 33
2022
Q3 		– Sell
-19,000
Closed -$2.05M – 59
2022
Q2 		$2.05M Buy
+19,000
New +$2M 3.52% 9
2022
Q1 		– Sell
-2,346
Closed -$431K – 63
2021
Q4 		$431K Buy
+2,346
New +$552K 0.76% 42

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Connective Portfolio Management's ZM Position: Q4 2023 in Review

Connective Portfolio Management sold out of Zoom (ZM) in Q4 2023, closing a stake of 4,000 shares — an estimated $280K sold.

Connective Portfolio Management first reported a position in ZM in Q4 2021 and held it in 3 quarters. The position peaked at $2.05M in Q2 2022. 697 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • Connective Portfolio Management reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
  • Connective Portfolio Management sold 4,000 Zoom shares in Q4 2023, an estimated $280K.
  • Connective Portfolio Management first reported a position in Zoom in Q4 2021 and held it in 3 quarters.
  • Connective Portfolio Management's Zoom position peaked at $2.05M in Q2 2022.
  • 697 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Connective Portfolio Management's 13F filing for Q4 2023, filed 17 Jan 2024.