Credit Suisse’s Zoom ZM Stock Holding History

Credit Suisse’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
2022 Q1	–	Sell	-484,100	Closed	-$89M	–	4433
2021 Q4	$89M	Buy	484,100 +222,000	+85%	+$52.2M	0.05%	409
2021 Q3	$68.5M	Sell	262,100 -504,000	-66%	-$170M	0.04%	513
2021 Q2	$297M	Sell	766,100 -636,100	-45%	-$212M	0.16%	114
2021 Q1	$451M	Buy	1,402,200 +683,800	+95%	+$252M	0.23%	71
2020 Q4	$242M	Buy	718,400 +60,500	+9%	+$27M	0.12%	165
2020 Q3	$309M	Buy	657,900 +362,100	+122%	+$116M	0.19%	96
2020 Q2	$75M	Buy	295,800 +153,800	+108%	+$27.7M	0.05%	375
2020 Q1	$20.7M	Hold	142,000	–	–	0.02%	825
2019 Q4	$9.66M	Buy	142,000 +39,500	+39%	+$2.72M	0.01%	1428
2019 Q3	$7.81M	Buy	+102,500	New	+$9.23M	0.01%	1456

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

Credit Suisse's ZM Position: Q1 2024 in Review

Credit Suisse reduced its Zoom (ZM) stake by 4.9% in Q1 2024, selling an estimated $2.07M and leaving 606,861 shares worth $39.7M. The position accounts for 0.04% of the portfolio, ranked #428.

Credit Suisse first reported a position in ZM in Q2 2019 and has held it in 20 quarters since. The position peaked at $190M in Q4 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Credit Suisse held 606,861 shares of Zoom worth $39.7M as of Q1 2024.
Credit Suisse sold 31,067 Zoom shares in Q1 2024, an estimated $2.07M.
Zoom made up 0.04% of Credit Suisse's portfolio in Q1 2024, its #428 holding.
Credit Suisse first reported a position in Zoom in Q2 2019 and has held it in 20 quarters since.
Credit Suisse's Zoom position peaked at $190M in Q4 2020.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.