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Horizon Investments’s Zoom ZM Stock Holding History

Horizon Investments’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
Q4 		– Sell
-7,148
Closed -$526K – 571
2022
Q3 		$526K Buy
+7,148
New +$681K 0.02% 318
2022
Q2 		– Sell
-5,168
Closed -$606K – 560
2022
Q1 		$606K Buy
5,168
+888
+21% +$121K 0.02% 307
2021
Q4 		$787K Buy
+4,280
New +$1.01M 0.02% 248

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Horizon Investments's ZM Position: Q4 2022 in Review

Horizon Investments sold out of Zoom (ZM) in Q4 2022, closing a stake of 7,148 shares — an estimated $526K sold.

Horizon Investments first reported a position in ZM in Q4 2021 and held it in 3 quarters. The position peaked at $787K in Q4 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Horizon Investments reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • Horizon Investments sold 7,148 Zoom shares in Q4 2022, an estimated $526K.
  • Horizon Investments first reported a position in Zoom in Q4 2021 and held it in 3 quarters.
  • Horizon Investments's Zoom position peaked at $787K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Horizon Investments's 13F filing for Q4 2022, filed 14 Feb 2023.