IC
ZM icon

Iconiq Capital’s Zoom ZM Stock Holding History

Iconiq 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
2022
Q3 		– Sell
-150,495
Closed -$16.2M – 67
2022
Q2 		$16.2M Sell
150,495
-69,007
-31% -$7.28M 0.19% 21
2022
Q1 		$25.7M Sell
219,502
-377
-0.2% -$51.3K 0.19% 16
2021
Q4 		$40.4M Sell
219,879
-87,912
-29% -$20.7M 0.24% 14
2021
Q3 		$80.5M Sell
307,791
-15,157
-5% -$5.11M 0.47% 9
2021
Q2 		$125M Sell
322,948
-15,978
-5% -$5.32M 0.82% 7
2021
Q1 		$109M Sell
338,926
-106
-0% -$39K 1.23% 5
2020
Q4 		$114M Sell
339,032
-1,207
-0.4% -$538K 2.84% 5
2020
Q3 		$160M Sell
340,239
-195,681
-37% -$62.6M 9.32% 2
2020
Q2 		$136M Sell
535,920
-421,236
-44% -$75.8M 9.6% 3
2020
Q1 		$140M Hold
957,156
– – 12.64% 1
2019
Q4 		$65.1M Buy
957,156
+757,092
+378% +$52.1M 4.85% 7
2019
Q3 		$15.2M Hold
200,064
– – 0.62% 20
2019
Q2 		$17.8M Buy
+200,064
New +$16.5M 1.1% 14

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Iconiq Capital's ZM Position: Q3 2022 in Review

Iconiq Capital sold out of Zoom (ZM) in Q3 2022, closing a stake of 150,495 shares — an estimated $16.2M sold.

Iconiq Capital first reported a position in ZM in Q2 2019 and held it in 13 quarters. The position peaked at $160M in Q3 2020. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Iconiq Capital reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
  • Iconiq Capital sold 150,495 Zoom shares in Q3 2022, an estimated $16.2M.
  • Iconiq Capital first reported a position in Zoom in Q2 2019 and held it in 13 quarters.
  • Iconiq Capital's Zoom position peaked at $160M in Q3 2020.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Iconiq Capital's 13F filing for Q3 2022, filed 14 Nov 2022.