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Gratus Capital’s Zoom ZM Stock Holding History

Gratus Capital’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
Q2 		$6.92M Buy
116,919
+3,916
+3% +$241K 0.28% 90
2024
Q1 		$7.39M Buy
113,003
+3,816
+3% +$254K 0.34% 82
2023
Q4 		$7.85M Buy
109,187
+48,592
+80% +$3.21M 0.44% 71
2023
Q3 		$4.24M Buy
+60,595
New +$4.21M 0.29% 78
2020
Q4 		– Sell
-455
Closed -$214K – 191
2020
Q3 		$214K Buy
+455
New +$146K 0.03% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Gratus Capital's ZM Position: Q2 2024 in Review

Gratus Capital increased its Zoom (ZM) stake by 3.5% in Q2 2024, buying an estimated $241K and bringing the position to 116,919 shares worth $6.92M. The position accounts for 0.28% of the portfolio, ranked #90.

Gratus Capital first reported a position in ZM in Q3 2020 and has held it in 5 quarters since. The position peaked at $7.85M in Q4 2023. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Gratus Capital held 116,919 shares of Zoom worth $6.92M as of Q2 2024.
  • Gratus Capital bought 3,916 Zoom shares in Q2 2024, an estimated $241K.
  • Zoom made up 0.28% of Gratus Capital's portfolio in Q2 2024, its #90 holding.
  • Gratus Capital first reported a position in Zoom in Q3 2020 and has held it in 5 quarters since.
  • Gratus Capital's Zoom position peaked at $7.85M in Q4 2023.
  • 656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.