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Koss-Olinger Consulting’s Zoom ZM Stock Holding History

Koss-Olinger Consulting’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
2023
Q3 		– Sell
-4,715
Closed -$320K – 309
2023
Q2 		$320K Hold
4,715
– – 0.04% 177
2023
Q1 		$348K Hold
4,715
– – 0.04% 162
2022
Q4 		$319K Sell
4,715
-3
-0.1% -$228 0.05% 156
2022
Q3 		$347K Buy
+4,718
New +$449K 0.06% 129

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Koss-Olinger Consulting's ZM Position: Q3 2023 in Review

Koss-Olinger Consulting sold out of Zoom (ZM) in Q3 2023, closing a stake of 4,715 shares — an estimated $320K sold.

Koss-Olinger Consulting first reported a position in ZM in Q3 2022 and held it in 4 quarters. The position peaked at $348K in Q1 2023. 644 funds tracked by Wall St. Rank hold ZM as of Q3 2023.

  • Koss-Olinger Consulting reported no remaining Zoom position as of Q3 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 4,715 Zoom shares in Q3 2023, an estimated $320K.
  • Koss-Olinger Consulting first reported a position in Zoom in Q3 2022 and held it in 4 quarters.
  • Koss-Olinger Consulting's Zoom position peaked at $348K in Q1 2023.
  • 644 funds tracked by Wall St. Rank held Zoom as of Q3 2023.

Based on Koss-Olinger Consulting's 13F filing for Q3 2023, filed 11 Oct 2023.