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HHLR Advisors’s Zoom ZM Stock Holding History

HHLR 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
2023
Q2 		– Sell
-405,600
Closed -$29.9M – 77
2023
Q1 		$29.9M Hold
405,600
– – 0.53% 26
2022
Q4 		$27.5M Sell
405,600
-14,900
-4% -$1.13M 0.58% 27
2022
Q3 		$30.9M Buy
+420,500
New +$40M 0.81% 24
2021
Q3 		– Sell
-1,027,400
Closed -$398M – 105
2021
Q2 		$398M Sell
1,027,400
-948,566
-48% -$316M 4.09% 6
2021
Q1 		$635M Sell
1,975,966
-1,005,299
-34% -$370M 6.27% 4
2020
Q4 		$1.01B Sell
2,981,265
-2,030,784
-41% -$905M 8% 4
2020
Q3 		$2.36B Sell
5,012,049
-1,844,931
-27% -$590M 17.85% 1
2020
Q2 		$1.74B Buy
6,856,980
+662,543
+11% +$119M 15.89% 1
2020
Q1 		$905M Sell
6,194,437
-721,641
-10% -$71.2M 12.2% 1
2019
Q4 		$471M Buy
+6,916,078
New +$476M 5.86% 5
2019
Q3 		– Sell
-225,000
Closed -$20M – 67
2019
Q2 		$20M Buy
+225,000
New +$18.5M 0.45% 30

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Norges Bank
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HHLR Advisors's ZM Position: Q2 2023 in Review

HHLR Advisors sold out of Zoom (ZM) in Q2 2023, closing a stake of 405,600 shares — an estimated $29.9M sold.

HHLR Advisors first reported a position in ZM in Q2 2019 and held it in 11 quarters. The position peaked at $2.36B in Q3 2020. 653 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

  • HHLR Advisors reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
  • HHLR Advisors sold 405,600 Zoom shares in Q2 2023, an estimated $29.9M.
  • HHLR Advisors first reported a position in Zoom in Q2 2019 and held it in 11 quarters.
  • HHLR Advisors's Zoom position peaked at $2.36B in Q3 2020.
  • 653 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on HHLR Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.