EARNEST Partners’s Zoom ZM Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-80	Closed	-$5.59K	–	1123
2023 Q3	$5.59K	Hold	80	–	–	﹤0.01%	769
2023 Q2	$5.43K	Hold	80	–	–	﹤0.01%	780
2023 Q1	$5.91K	Hold	80	–	–	﹤0.01%	743
2022 Q4	$5.42K	Hold	80	–	–	﹤0.01%	765
2022 Q3	$6K	Hold	80	–	–	﹤0.01%	738
2022 Q2	$9K	Hold	80	–	–	﹤0.01%	642
2022 Q1	$9K	Hold	80	–	–	﹤0.01%	698
2021 Q4	$15K	Hold	80	–	–	﹤0.01%	584
2021 Q3	$21K	Hold	80	–	–	﹤0.01%	479
2021 Q2	$31K	Hold	80	–	–	﹤0.01%	404
2021 Q1	$26K	Hold	80	–	–	﹤0.01%	416
2020 Q4	$27K	Hold	80	–	–	﹤0.01%	392
2020 Q3	$38K	Buy	+80	New	+$25.6K	﹤0.01%	328

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EARNEST Partners's ZM Position: Q4 2023 in Review

EARNEST Partners sold out of Zoom (ZM) in Q4 2023, closing a stake of 80 shares — an estimated $5.59K sold.

EARNEST Partners first reported a position in ZM in Q3 2020 and held it in 13 quarters. The position peaked at $38K in Q3 2020. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

EARNEST Partners reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 80 Zoom shares in Q4 2023, an estimated $5.59K.
EARNEST Partners first reported a position in Zoom in Q3 2020 and held it in 13 quarters.
EARNEST Partners's Zoom position peaked at $38K in Q3 2020.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.