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Horan Securities’s Zoom ZM Stock Holding History

Horan Securities’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
-16
Closed -$1.2K – 767
2023
Q1 		$1.2K Sell
16
-24
-60% -$1.73K ﹤0.01% 609
2022
Q4 		$2.73K Buy
40
+16
+67% +$1.22K ﹤0.01% 521
2022
Q3 		$2K Hold
24
– – ﹤0.01% 513
2022
Q2 		$2K Hold
24
– – ﹤0.01% 585
2022
Q1 		$3K Hold
24
– – ﹤0.01% 435
2021
Q4 		$4K Buy
+24
New +$5.64K ﹤0.01% 418
2021
Q1 		– Sell
-27
Closed -$9K – 466
2020
Q4 		$9K Sell
27
-43
-61% -$19.2K 0.01% 275
2020
Q3 		$33K Hold
70
– – 0.03% 134
2020
Q2 		$18K Buy
+70
New +$12.6K 0.02% 136

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Horan Securities's ZM Position: Q2 2023 in Review

Horan Securities sold out of Zoom (ZM) in Q2 2023, closing a stake of 16 shares — an estimated $1.2K sold.

Horan Securities first reported a position in ZM in Q2 2020 and held it in 9 quarters. The position peaked at $33K in Q3 2020. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

  • Horan Securities reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
  • Horan Securities sold 16 Zoom shares in Q2 2023, an estimated $1.2K.
  • Horan Securities first reported a position in Zoom in Q2 2020 and held it in 9 quarters.
  • Horan Securities's Zoom position peaked at $33K in Q3 2020.
  • 652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Horan Securities's 13F filing for Q2 2023, filed 27 Jul 2023.