Eagle Asset Management’s Zoom ZM Stock Holding History

Eagle Asset 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
2024 Q3	$72.5M	Buy	+889,565	New	+$55.6M	0.37%	95
2021 Q4	–	Sell	-2,134	Closed	-$558K	–	626
2021 Q3	$558K	Sell	2,134 -46	-2%	-$15.5K	﹤0.01%	545
2021 Q2	$843K	Buy	2,180 +79	+4%	+$26.3K	﹤0.01%	524
2021 Q1	$685K	Buy	+2,101	New	+$773K	﹤0.01%	525
2020 Q4	–	Sell	-1,928	Closed	-$897K	–	681
2020 Q3	$897K	Buy	+1,928	New	+$617K	﹤0.01%	480

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eagle Asset Management's ZM Position: Q3 2024 in Review

Eagle Asset Management opened a new position in Zoom (ZM) in Q3 2024: 889,565 shares worth $72.5M. The stake represents 0.37% of the portfolio and ranks #95 among its holdings. This is a return to the name: Eagle Asset Management previously reported a position in ZM as recently as Q3 2021.

Eagle Asset Management first reported a position in ZM in Q3 2020 and has held it in 5 quarters since. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

Eagle Asset Management held 889,565 shares of Zoom worth $72.5M as of Q3 2024.
Zoom was a new Eagle Asset Management position in Q3 2024.
Zoom made up 0.37% of Eagle Asset Management's portfolio in Q3 2024, its #95 holding.
Eagle Asset Management first reported a position in Zoom in Q3 2020 and has held it in 5 quarters since.
667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.