L. Roy Papp & Associates’s Zoom ZM Stock Holding History

L. Roy Papp & Associates’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	–	Sell	-12,350	Closed	-$807K	–	179
2024 Q1	$807K	Sell	12,350 -2,000	-14%	-$133K	0.1%	104
2023 Q4	$1.03M	Buy	+14,350	New	+$949K	0.13%	93
2023 Q3	–	Sell	-14,350	Closed	-$974K	–	171
2023 Q2	$974K	Hold	14,350	–	–	0.13%	97
2023 Q1	$1.06M	Sell	14,350 -1	-0%	-$72	0.14%	90
2022 Q4	$972K	Hold	14,351	–	–	0.14%	95
2022 Q3	$1.06M	Hold	14,351	–	–	0.16%	87
2022 Q2	$1.55M	Buy	14,351 +79	+0.6%	+$8.33K	0.22%	75
2022 Q1	$1.67M	Hold	14,272	–	–	0.21%	79
2021 Q4	$2.63M	Buy	14,272 +21	+0.1%	+$4.94K	0.3%	64
2021 Q3	$3.73M	Sell	14,251 -500	-3%	-$169K	0.47%	50
2021 Q2	$5.71M	Buy	+14,751	New	+$4.91M	0.72%	36

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

L. Roy Papp & Associates's ZM Position: Q2 2024 in Review

L. Roy Papp & Associates sold out of Zoom (ZM) in Q2 2024, closing a stake of 12,350 shares — an estimated $807K sold.

L. Roy Papp & Associates first reported a position in ZM in Q2 2021 and held it in 11 quarters. The position peaked at $5.71M in Q2 2021. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

L. Roy Papp & Associates reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
L. Roy Papp & Associates sold 12,350 Zoom shares in Q2 2024, an estimated $807K.
L. Roy Papp & Associates first reported a position in Zoom in Q2 2021 and held it in 11 quarters.
L. Roy Papp & Associates's Zoom position peaked at $5.71M in Q2 2021.
657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on L. Roy Papp & Associates's 13F filing for Q2 2024, filed 24 Jul 2024.