Kula Investments’s Zoom ZM Stock Holding History

Kula Investments’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 Q1	$1.12M	Buy	15,174 +7,904	+109%	+$570K	0.28%	100
2022 Q4	$492K	Buy	+7,270	New	+$552K	0.15%	217

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 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

Kula Investments's ZM Position: Q1 2023 in Review

Kula Investments increased its Zoom (ZM) stake by 109% in Q1 2023, buying an estimated $570K and bringing the position to 15,174 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #100.

Kula Investments first reported a position in ZM in Q4 2022 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

Kula Investments held 15,174 shares of Zoom worth $1.12M as of Q1 2023.
Kula Investments bought 7,904 Zoom shares in Q1 2023, an estimated $570K.
Zoom made up 0.28% of Kula Investments's portfolio in Q1 2023, its #100 holding.
Kula Investments first reported a position in Zoom in Q4 2022 and has held it in 2 quarters since.
656 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.