Gleason Group’s Zoom ZM Stock Holding History

Gleason Group’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
2022 Q4	–	Sell	-1,250	Closed	-$92K	–	237
2022 Q3	$92K	Hold	1,250	–	–	0.03%	89
2022 Q2	$135K	Buy	1,250 +250	+25%	+$26.4K	0.05%	79
2022 Q1	$117K	Buy	+1,000	New	+$136K	0.03%	87

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Gleason Group's ZM Position: Q4 2022 in Review

Gleason Group sold out of Zoom (ZM) in Q4 2022, closing a stake of 1,250 shares — an estimated $92K sold.

Gleason Group first reported a position in ZM in Q1 2022 and held it in 3 quarters. The position peaked at $135K in Q2 2022. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Gleason Group reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
Gleason Group sold 1,250 Zoom shares in Q4 2022, an estimated $92K.
Gleason Group first reported a position in Zoom in Q1 2022 and held it in 3 quarters.
Gleason Group's Zoom position peaked at $135K in Q2 2022.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Gleason Group's 13F filing for Q4 2022, filed 11 Jan 2023.