Knowledge Leaders Capital’s Zoom ZM Stock Holding History

Knowledge Leaders 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
2024 Q2	$445K	Sell	7,510 -387	-5%	-$23.8K	1.05%	32
2024 Q1	$516K	Sell	7,897 -129	-2%	-$8.6K	0.9%	35
2023 Q4	$577K	Sell	8,026 -258	-3%	-$17.1K	0.91%	38
2023 Q3	$579K	Buy	+8,284	New	+$575K	0.85%	36
2023 Q1	–	Sell	-7,532	Closed	-$510K	–	95
2022 Q4	$510K	Sell	7,532 -436	-5%	-$33.1K	0.67%	67
2022 Q3	$586K	Sell	7,968 -448	-5%	-$42.7K	0.75%	57
2022 Q2	$909K	Buy	+8,416	New	+$888K	0.88%	43

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

Knowledge Leaders Capital's ZM Position: Q2 2024 in Review

Knowledge Leaders Capital reduced its Zoom (ZM) stake by 4.9% in Q2 2024, selling an estimated $23.8K and leaving 7,510 shares worth $445K. The position accounts for 1.05% of the portfolio, ranked #32.

Knowledge Leaders Capital first reported a position in ZM in Q2 2022 and has held it in 7 quarters since. The position peaked at $909K in Q2 2022. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

Knowledge Leaders Capital held 7,510 shares of Zoom worth $445K as of Q2 2024.
Knowledge Leaders Capital sold 387 Zoom shares in Q2 2024, an estimated $23.8K.
Zoom made up 1.05% of Knowledge Leaders Capital's portfolio in Q2 2024, its #32 holding.
Knowledge Leaders Capital first reported a position in Zoom in Q2 2022 and has held it in 7 quarters since.
Knowledge Leaders Capital's Zoom position peaked at $909K in Q2 2022.
656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Knowledge Leaders Capital's 13F filing for Q2 2024, filed 11 Jul 2024.