Ground Swell Capital’s Zoom ZM Stock Holding History

Ground Swell 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
2023 Q2	–	Sell	-3,059	Closed	-$226K	–	93
2023 Q1	$226K	Buy	+3,059	New	+$220K	0.38%	21

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ground Swell Capital's ZM Position: Q2 2023 in Review

Ground Swell Capital sold out of Zoom (ZM) in Q2 2023, closing a stake of 3,059 shares — an estimated $226K sold.

Ground Swell Capital first reported a position in ZM in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

Ground Swell Capital reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
Ground Swell Capital sold 3,059 Zoom shares in Q2 2023, an estimated $226K.
Ground Swell Capital first reported a position in Zoom in Q1 2023 and held it in 1 quarter.
Ground Swell Capital's Zoom position peaked at $226K in Q1 2023.
652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Ground Swell Capital's 13F filing for Q2 2023, filed 10 Aug 2023.