HLA
ZM icon

Hamilton Lane Advisors’s Zoom ZM Stock Holding History

Hamilton Lane Advisors’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
Q3 		– Sell
-3,565
Closed -$385K – 75
2022
Q2 		$385K Hold
3,565
– – 0.15% 51
2022
Q1 		$418K Sell
3,565
-3,110
-47% -$423K 0.09% 57
2021
Q4 		$1.23M Sell
6,675
-2,226
-25% -$523K 0.16% 48
2021
Q3 		$2.33M Sell
8,901
-2,000
-18% -$674K 0.39% 31
2021
Q2 		$4.22M Sell
10,901
-5,000
-31% -$1.67M 1.32% 20
2021
Q1 		$5.11M Sell
15,901
-79,010
-83% -$29.1M 1.66% 13
2020
Q4 		$32M Buy
94,911
+90,464
+2,034% +$40.3M 11.93% 2
2020
Q3 		$2.09M Sell
4,447
-6,820
-61% -$2.18M 1.01% 18
2020
Q2 		$2.86M Sell
11,267
-253,586
-96% -$45.6M 1.53% 14
2020
Q1 		$38.7M Buy
264,853
+129,589
+96% +$12.8M 22.42% 1
2019
Q4 		$9.2M Buy
+135,264
New +$9.31M 4.04% 6

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hamilton Lane Advisors's ZM Position: Q3 2022 in Review

Hamilton Lane Advisors sold out of Zoom (ZM) in Q3 2022, closing a stake of 3,565 shares — an estimated $385K sold.

Hamilton Lane Advisors first reported a position in ZM in Q4 2019 and held it in 11 quarters. The position peaked at $38.7M in Q1 2020. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Hamilton Lane Advisors reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Hamilton Lane Advisors sold 3,565 Zoom shares in Q3 2022, an estimated $385K.
  • Hamilton Lane Advisors first reported a position in Zoom in Q4 2019 and held it in 11 quarters.
  • Hamilton Lane Advisors's Zoom position peaked at $38.7M in Q1 2020.
  • 663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Hamilton Lane Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.