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Neo Ivy Capital Management’s Zoom ZM Stock Holding History

Neo Ivy Capital Management’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
-24,684
Closed -$1.46M – 417
2024
Q2 		$1.46M Buy
+24,684
New +$1.52M 0.29% 129
2022
Q3 		– Sell
-367
Closed -$39K – 585
2022
Q2 		$39K Buy
367
+133
+57% +$14K 0.1% 260
2022
Q1 		$28K Sell
234
-547
-70% -$74.4K 0.03% 414
2021
Q4 		$144K Buy
+781
New +$184K 0.21% 178
2021
Q3 		– Sell
-195
Closed -$75K – 654
2021
Q2 		$75K Sell
195
-452
-70% -$151K 0.08% 285
2021
Q1 		$208K Buy
647
+68
+12% +$25K 0.23% 158
2020
Q4 		$195K Buy
579
+528
+1,035% +$235K 0.22% 167
2020
Q3 		$23K Buy
+51
New +$16.3K 0.02% 411

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neo Ivy Capital Management's ZM Position: Q3 2024 in Review

Neo Ivy Capital Management sold out of Zoom (ZM) in Q3 2024, closing a stake of 24,684 shares — an estimated $1.46M sold.

Neo Ivy Capital Management first reported a position in ZM in Q3 2020 and held it in 8 quarters. The position peaked at $1.46M in Q2 2024. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

  • Neo Ivy Capital Management reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
  • Neo Ivy Capital Management sold 24,684 Zoom shares in Q3 2024, an estimated $1.46M.
  • Neo Ivy Capital Management first reported a position in Zoom in Q3 2020 and held it in 8 quarters.
  • Neo Ivy Capital Management's Zoom position peaked at $1.46M in Q2 2024.
  • 667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Neo Ivy Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.