K2 Principal Fund’s Zoom ZM Stock Holding History

K2 Principal Fund’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
2020 Q1	–	Sell	-28,500	Closed	-$1.94M	–	318
2019 Q4	$1.94M	Buy	+28,500	New	+$1.96M	0.17%	165

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

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

NMO

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

K2 Principal Fund's ZM Position: Q2 2024 in Review

K2 Principal Fund sold out of Zoom (ZM) in Q2 2024, closing a stake of 11,369 shares — an estimated $743K sold.

K2 Principal Fund first reported a position in ZM in Q1 2024 and held it in 1 quarter. The position peaked at $743K in Q1 2024. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

K2 Principal Fund reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
K2 Principal Fund sold 11,369 Zoom shares in Q2 2024, an estimated $743K.
K2 Principal Fund first reported a position in Zoom in Q1 2024 and held it in 1 quarter.
K2 Principal Fund's Zoom position peaked at $743K in Q1 2024.
656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on K2 Principal Fund's 13F filing for Q2 2024, filed 14 Aug 2024.