Gagnon Securities’s Zoom ZM Stock Holding History

Gagnon Securities’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	-4,336	Closed	-$312K	–	105
2023 Q4	$312K	Buy	4,336 +36	+0.8%	+$2.38K	0.07%	68
2023 Q3	$301K	Sell	4,300 -240	-5%	-$16.7K	0.08%	70
2023 Q2	$308K	Buy	4,540 +409	+10%	+$27.3K	0.06%	70
2023 Q1	$305K	Sell	4,131 -872,648	-100%	-$62.9M	0.06%	81
2022 Q4	$5.58M	Buy	876,779 +872,676	+21,269%	+$66.3M	1.23%	27
2022 Q3	$302K	Buy	4,103 +12	+0.3%	+$1.14K	0.07%	81
2022 Q2	$442K	Buy	+4,091	New	+$431K	0.09%	72

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

AIM

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

NMO

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Gagnon Securities's ZM Position: Q1 2024 in Review

Gagnon Securities sold out of Zoom (ZM) in Q1 2024, closing a stake of 4,336 shares — an estimated $312K sold.

Gagnon Securities first reported a position in ZM in Q2 2022 and held it in 7 quarters. The position peaked at $5.58M in Q4 2022. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Gagnon Securities reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Gagnon Securities sold 4,336 Zoom shares in Q1 2024, an estimated $312K.
Gagnon Securities first reported a position in Zoom in Q2 2022 and held it in 7 quarters.
Gagnon Securities's Zoom position peaked at $5.58M in Q4 2022.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Gagnon Securities's 13F filing for Q1 2024, filed 13 May 2024.