Ibex Investors’s Zoom ZM Stock Holding History

Ibex Investors’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 Q4	–	Sell	-3,500	Closed	-$244K	–	15
2024 Q3	$244K	Hold	3,500	–	–	0.28%	12
2024 Q2	$207K	Buy	+3,500	New	+$215K	0.21%	12

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

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

NMO

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Ibex Investors's ZM Position: Q4 2024 in Review

Ibex Investors sold out of Zoom (ZM) in Q4 2024, closing a stake of 3,500 shares — an estimated $244K sold.

Ibex Investors first reported a position in ZM in Q2 2024 and held it in 2 quarters. The position peaked at $244K in Q3 2024. 715 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

Ibex Investors reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
Ibex Investors sold 3,500 Zoom shares in Q4 2024, an estimated $244K.
Ibex Investors first reported a position in Zoom in Q2 2024 and held it in 2 quarters.
Ibex Investors's Zoom position peaked at $244K in Q3 2024.
715 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Ibex Investors's 13F filing for Q4 2024, filed 13 Feb 2025.