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Hourglass Capital’s Zoom ZM Stock Holding History

Hourglass Capital’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
Q1 		– Sell
-11,940
Closed -$809K – 106
2022
Q4 		$809K Sell
11,940
-2,370
-17% -$180K 0.28% 68
2022
Q3 		$1.05M Buy
14,310
+180
+1% +$17.1K 0.4% 69
2022
Q2 		$1.53M Buy
+14,130
New +$1.49M 0.54% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 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

Hourglass Capital's ZM Position: Q1 2023 in Review

Hourglass Capital sold out of Zoom (ZM) in Q1 2023, closing a stake of 11,940 shares — an estimated $809K sold.

Hourglass Capital first reported a position in ZM in Q2 2022 and held it in 3 quarters. The position peaked at $1.53M in Q2 2022. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

  • Hourglass Capital reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
  • Hourglass Capital sold 11,940 Zoom shares in Q1 2023, an estimated $809K.
  • Hourglass Capital first reported a position in Zoom in Q2 2022 and held it in 3 quarters.
  • Hourglass Capital's Zoom position peaked at $1.53M in Q2 2022.
  • 658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Hourglass Capital's 13F filing for Q1 2023, filed 28 Apr 2023.