Karani Asset Management’s Zoom ZM Stock Holding History

Karani Asset Management’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	-1,771	Closed	-$130K	–	42
2022 Q3	$130K	Sell	1,771 -6,275	-78%	-$597K	0.13%	40
2022 Q2	$869K	Sell	8,046 -4,072	-34%	-$429K	0.8%	25
2022 Q1	$1.42M	Buy	12,118 +102	+0.8%	+$13.9K	0.77%	24
2021 Q4	$2.21M	Sell	12,016 -11,896	-50%	-$2.8M	1.09%	24
2021 Q3	$6.25M	Buy	23,912 +4,407	+23%	+$1.49M	3.03%	15
2021 Q2	$7.55M	Buy	19,505 +153	+0.8%	+$51K	3.91%	9
2021 Q1	$6.22M	Buy	19,352 +14,577	+305%	+$5.37M	3.66%	12
2020 Q4	$1.61M	Buy	4,775 +395	+9%	+$176K	0.95%	34
2020 Q3	$2.06M	Buy	4,380 +3,752	+597%	+$1.2M	1.38%	23
2020 Q2	$159K	Buy	+628	New	+$113K	0.12%	52

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Karani Asset Management's ZM Position: Q4 2022 in Review

Karani Asset Management sold out of Zoom (ZM) in Q4 2022, closing a stake of 1,771 shares — an estimated $130K sold.

Karani Asset Management first reported a position in ZM in Q2 2020 and held it in 10 quarters. The position peaked at $7.55M in Q2 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Karani Asset Management reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
Karani Asset Management sold 1,771 Zoom shares in Q4 2022, an estimated $130K.
Karani Asset Management first reported a position in Zoom in Q2 2020 and held it in 10 quarters.
Karani Asset Management's Zoom position peaked at $7.55M in Q2 2021.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Karani Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.