NEOS Investment Management’s Zoom ZM Stock Holding History

NEOS Investment 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
2023 Q4	–	Sell	-8,640	Closed	-$604K	–	512
2023 Q3	$604K	Buy	+8,640	New	+$600K	0.08%	193

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

NEOS Investment Management's ZM Position: Q4 2023 in Review

NEOS Investment Management sold out of Zoom (ZM) in Q4 2023, closing a stake of 8,640 shares — an estimated $604K sold.

NEOS Investment Management first reported a position in ZM in Q3 2023 and held it in 1 quarter. The position peaked at $604K in Q3 2023. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

NEOS Investment Management reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
NEOS Investment Management sold 8,640 Zoom shares in Q4 2023, an estimated $604K.
NEOS Investment Management first reported a position in Zoom in Q3 2023 and held it in 1 quarter.
NEOS Investment Management's Zoom position peaked at $604K in Q3 2023.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on NEOS Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.