Evolution Advisers’s Zoom ZM Stock Holding History

Evolution Advisers’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	–	Sell	-10	Closed	-$1K	–	232
2023 Q4	$1K	Buy	+10	New	+$661	﹤0.01%	213

Other funds holding ZM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Evolution Advisers's ZM Position: Q1 2024 in Review

Evolution Advisers sold out of Zoom (ZM) in Q1 2024, closing a stake of 10 shares — an estimated $1K sold.

Evolution Advisers first reported a position in ZM in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Evolution Advisers reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Evolution Advisers sold 10 Zoom shares in Q1 2024, an estimated $1K.
Evolution Advisers first reported a position in Zoom in Q4 2023 and held it in 1 quarter.
Evolution Advisers's Zoom position peaked at $1K in Q4 2023.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Evolution Advisers's 13F filing for Q1 2024, filed 3 May 2024.