GAM
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Guinness Asset Management’s Zoom ZM Stock Holding History

Guinness Asset Management’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 		– Sell
-293,353
Closed -$19.2M – 108
2024
Q1 		$19.2M Buy
293,353
+17,531
+6% +$1.17M 0.4% 55
2023
Q4 		$19.8M Buy
275,822
+2,098
+0.8% +$139K 0.43% 56
2023
Q3 		$19.1M Buy
273,724
+15,354
+6% +$1.07M 0.44% 55
2023
Q2 		$17.5M Buy
258,370
+80,639
+45% +$5.39M 0.41% 58
2023
Q1 		$13.1M Buy
177,731
+204
+0.1% +$14.7K 0.33% 68
2022
Q4 		$12M Buy
177,527
+1,946
+1% +$148K 0.34% 68
2022
Q3 		$12.9M Sell
175,581
-3,421
-2% -$326K 0.44% 64
2022
Q2 		$19.3M Buy
+179,002
New +$18.9M 0.76% 41

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

Guinness Asset Management's ZM Position: Q2 2024 in Review

Guinness Asset Management sold out of Zoom (ZM) in Q2 2024, closing a stake of 293,353 shares — an estimated $19.2M sold.

Guinness Asset Management first reported a position in ZM in Q2 2022 and held it in 8 quarters. The position peaked at $19.8M in Q4 2023. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Guinness Asset Management reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Guinness Asset Management sold 293,353 Zoom shares in Q2 2024, an estimated $19.2M.
  • Guinness Asset Management first reported a position in Zoom in Q2 2022 and held it in 8 quarters.
  • Guinness Asset Management's Zoom position peaked at $19.8M in Q4 2023.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Guinness Asset Management's 13F filing for Q2 2024, filed 11 Jul 2024.