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Cutler Group’s Zoom ZM Stock Holding History

Cutler Group’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
2024
Q1 		$464K Buy
+7,107
New +$474K 0.15% 141
2023
Q4 		– Sell
-11,642
Closed -$770K – 4481
2023
Q3 		$814K Sell
11,642
-2,529
-18% -$176K 0.08% 285
2023
Q2 		$961K Sell
14,171
-10,854
-43% -$726K 0.13% 182
2023
Q1 		$1.85M Sell
25,025
-18,712
-43% -$1.35M 0.19% 105
2022
Q4 		$2.96M Buy
43,737
+20,237
+86% +$1.54M 0.25% 81
2022
Q3 		$1.73M Buy
23,500
+2,129
+10% +$203K 0.12% 182
2022
Q2 		$2.31M Buy
21,371
+14,787
+225% +$1.56M 0.16% 143
2022
Q1 		$771K Sell
6,584
-12,472
-65% -$1.7M 0.04% 492
2021
Q4 		$3.5M Sell
19,056
-33,921
-64% -$7.98M 0.15% 139
2021
Q3 		$13.9M Buy
52,977
+45,742
+632% +$15.4M 0.62% 19
2021
Q2 		$2.8M Buy
7,235
+6,945
+2,395% +$2.31M 0.13% 170
2021
Q1 		$93K Sell
290
-4,822
-94% -$1.77M ﹤0.01% 1840
2020
Q4 		$1.72M Buy
5,112
+761
+17% +$339K 0.08% 246
2020
Q3 		$2.04M Buy
4,351
+2,051
+89% +$656K 0.13% 167
2020
Q2 		$583K Buy
2,300
+1,300
+130% +$234K 0.04% 452
2020
Q1 		$146K Sell
1,000
-5,523
-85% -$545K 0.01% 1139
2019
Q4 		$443K Buy
6,523
+3,423
+110% +$236K 0.03% 489
2019
Q3 		$236K Sell
3,100
-15,247
-83% -$1.37M 0.02% 630
2019
Q2 		$1.63M Buy
+18,347
New +$1.51M 0.15% 107

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Cutler Group's ZM Position: Q1 2024 in Review

Cutler Group opened a new position in Zoom (ZM) in Q1 2024: 7,107 shares worth $464K. The stake represents 0.15% of the portfolio and ranks #141 among its holdings. This is a return to the name: Cutler Group previously reported a position in ZM as recently as Q3 2023.

Cutler Group first reported a position in ZM in Q2 2019 and has held it in 19 quarters since. The position peaked at $13.9M in Q3 2021. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Cutler Group held 7,107 shares of Zoom worth $464K as of Q1 2024.
  • Zoom was a new Cutler Group position in Q1 2024.
  • Zoom made up 0.15% of Cutler Group's portfolio in Q1 2024, its #141 holding.
  • Cutler Group first reported a position in Zoom in Q2 2019 and has held it in 19 quarters since.
  • Cutler Group's Zoom position peaked at $13.9M in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.