MBB Public Markets’s Zoom ZM Stock Holding History

MBB Public Markets’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 Q3	–	Sell	-17,088	Closed	-$1.01M	–	721
2024 Q2	$1.01M	Buy	+17,088	New	+$1.05M	0.02%	516
2022 Q1	–	Sell	-1,807	Closed	-$332K	–	479
2021 Q4	$332K	Buy	+1,807	New	+$425K	0.01%	327

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

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

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

Norges Bank Oslo, Norway $1T AUM

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MBB Public Markets's ZM Position: Q3 2024 in Review

MBB Public Markets sold out of Zoom (ZM) in Q3 2024, closing a stake of 17,088 shares — an estimated $1.01M sold.

MBB Public Markets first reported a position in ZM in Q4 2021 and held it in 2 quarters. The position peaked at $1.01M in Q2 2024. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

MBB Public Markets reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
MBB Public Markets sold 17,088 Zoom shares in Q3 2024, an estimated $1.01M.
MBB Public Markets first reported a position in Zoom in Q4 2021 and held it in 2 quarters.
MBB Public Markets's Zoom position peaked at $1.01M in Q2 2024.
667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on MBB Public Markets's 13F filing for Q3 2024, filed 14 Nov 2024.