DI
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Disciplined Investments’s Zoom ZM Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-12
Closed -$815 – 1606
2023
Q2 		$815 Buy
12
+1
+9% +$67 ﹤0.01% 1047
2023
Q1 		$812 Buy
11
+7
+175% +$504 ﹤0.01% 1051
2022
Q4 		$271 Sell
4
-6
-60% -$456 ﹤0.01% 1366
2022
Q3 		$1K Sell
10
-2
-17% -$190 ﹤0.01% 1151
2022
Q2 		$1K Buy
12
+3
+33% +$316 ﹤0.01% 1180
2022
Q1 		$1K Buy
9
+4
+80% +$544 ﹤0.01% 1255
2021
Q4 		$1K Hold
5
– – ﹤0.01% 483
2021
Q3 		$1K Hold
5
– – ﹤0.01% 432
2021
Q2 		$2K Hold
5
– – ﹤0.01% 390
2021
Q1 		$2K Buy
+5
New +$1.84K ﹤0.01% 348

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Disciplined Investments's ZM Position: Q3 2023 in Review

Disciplined Investments sold out of Zoom (ZM) in Q3 2023, closing a stake of 12 shares — an estimated $815 sold.

Disciplined Investments first reported a position in ZM in Q1 2021 and held it in 10 quarters. The position peaked at $2K in Q2 2021. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

  • Disciplined Investments reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Zoom shares in Q3 2023, an estimated $815.
  • Disciplined Investments first reported a position in Zoom in Q1 2021 and held it in 10 quarters.
  • Disciplined Investments's Zoom position peaked at $2K in Q2 2021.
  • 644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.