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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 		$203K Sell
13,000
-49,800
-79% -$3.32M 0.07% 284
2023
Q4 		$229K Sell
62,800
-18,000
-22% -$1.19M 0.02% 676
2023
Q3 		$732K Buy
80,800
+42,200
+109% +$2.93M 0.08% 317
2023
Q2 		$268K Sell
38,600
-44,300
-53% -$2.96M 0.04% 508
2023
Q1 		$640K Sell
82,900
-18,100
-18% -$1.3M 0.07% 294
2022
Q4 		$1.41M Sell
101,000
-34,900
-26% -$2.65M 0.12% 178
2022
Q3 		$2.4M Buy
135,900
+300
+0.2% +$28.6K 0.16% 123
2022
Q2 		$2.46M Buy
135,600
+27,200
+25% +$2.87M 0.17% 126
2022
Q1 		$4.02M Buy
108,400
+5,900
+6% +$802K 0.21% 92
2021
Q4 		$6.01M Sell
102,500
-75,200
-42% -$17.7M 0.25% 73
2021
Q3 		$4.96M Buy
177,700
+153,100
+622% +$51.6M 0.22% 85
2021
Q2 		$135K Buy
24,600
+24,100
+4,820% +$8.03M 0.01% 1620
2021
Q1 		$6K Sell
500
-6,400
-93% -$2.36M ﹤0.01% 4294
2020
Q4 		$1K Sell
6,900
-20,500
-75% -$9.14M ﹤0.01% 4630
2020
Q3 		$322K Sell
27,400
-4,200
-13% -$1.34M 0.02% 697
2020
Q2 		$52K Sell
31,600
-32,300
-51% -$5.81M ﹤0.01% 1718
2020
Q1 		$127K Buy
63,900
+38,500
+152% +$3.8M 0.01% 1219
2019
Q4 		$41K Sell
25,400
-38,900
-60% -$2.68M ﹤0.01% 1766
2019
Q3 		$413K Buy
64,300
+2,500
+4% +$225K 0.04% 409
2019
Q2 		$612K Buy
+61,800
New +$5.08M 0.06% 304

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
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
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

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.