FMAEN1
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Fund Management at Engine No 1’s Zoom ZM Stock Holding History

Fund Management at Engine No 1’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
-3,585
Closed -$251K – 429
2023
Q3 		$251K Buy
+3,585
New +$249K 0.04% 367
2022
Q3 		– Sell
-2,295
Closed -$248K – 353
2022
Q2 		$248K Buy
2,295
+449
+24% +$47.4K 0.07% 291
2022
Q1 		$216K Buy
+1,846
New +$251K 0.05% 328

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fund Management at Engine No 1's ZM Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Zoom (ZM) in Q4 2023, closing a stake of 3,585 shares — an estimated $251K sold.

Fund Management at Engine No 1 first reported a position in ZM in Q1 2022 and held it in 3 quarters. The position peaked at $251K in Q3 2023. 697 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 3,585 Zoom shares in Q4 2023, an estimated $251K.
  • Fund Management at Engine No 1 first reported a position in Zoom in Q1 2022 and held it in 3 quarters.
  • Fund Management at Engine No 1's Zoom position peaked at $251K in Q3 2023.
  • 697 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.