Highlander Capital Management’s Zoom ZM Stock Holding History

Highlander Capital 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 Q1	$22.9K	Buy	350 +250	+250%	+$16.7K	0.01%	540
2023 Q4	$7.19K	Sell	100 -100	-50%	-$6.61K	﹤0.01%	769
2023 Q3	$14K	Hold	200	–	–	0.01%	602
2023 Q2	$14K	Hold	200	–	–	0.01%	494
2023 Q1	$15K	Hold	200	–	–	0.01%	463
2022 Q4	$14K	Hold	200	–	–	0.01%	449
2022 Q3	$15K	Hold	200	–	–	0.01%	426
2022 Q2	$22K	Hold	200	–	–	0.01%	392
2022 Q1	$23K	Hold	200	–	–	0.01%	397
2021 Q4	$37K	Buy	200 +100	+100%	+$23.5K	0.02%	326
2021 Q3	$26K	Hold	100	–	–	0.01%	368
2021 Q2	$39K	Hold	100	–	–	0.02%	325
2021 Q1	$32K	Sell	100 -100	-50%	-$36.8K	0.02%	346
2020 Q4	$67K	Hold	200	–	–	0.04%	243
2020 Q3	$94K	Buy	200 +100	+100%	+$32K	0.06%	209
2020 Q2	$25K	Hold	100	–	–	0.02%	371
2020 Q1	$15K	Hold	100	–	–	0.01%	440
2019 Q4	$7K	Hold	100	–	–	﹤0.01%	546
2019 Q3	$8K	Hold	100	–	–	﹤0.01%	557
2019 Q2	$9K	Buy	+100	New	+$8.23K	0.01%	574

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

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

AIM

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Highlander Capital Management's ZM Position: Q1 2024 in Review

Highlander Capital Management increased its Zoom (ZM) stake by 250% in Q1 2024, buying an estimated $16.7K and bringing the position to 350 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #540.

Highlander Capital Management first reported a position in ZM in Q2 2019 and has held it in 20 quarters since. The position peaked at $94K in Q3 2020. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Highlander Capital Management held 350 shares of Zoom worth $22.9K as of Q1 2024.
Highlander Capital Management bought 250 Zoom shares in Q1 2024, an estimated $16.7K.
Zoom made up 0.01% of Highlander Capital Management's portfolio in Q1 2024, its #540 holding.
Highlander Capital Management first reported a position in Zoom in Q2 2019 and has held it in 20 quarters since.
Highlander Capital Management's Zoom position peaked at $94K in Q3 2020.
673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.