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New York Life Investment Management’s Zoom ZM Stock Holding History

New York Life 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
-36,475
Closed -$2.55M – 1347
2023
Q3 		$2.55M Sell
36,475
-1,184
-3% -$82.2K 0.03% 448
2023
Q2 		$2.56M Sell
37,659
-2,180
-5% -$146K 0.03% 450
2023
Q1 		$2.94M Buy
39,839
+12,415
+45% +$895K 0.03% 422
2022
Q4 		$1.86M Sell
27,424
-515
-2% -$39.1K 0.02% 532
2022
Q3 		$2.06M Sell
27,939
-1,251
-4% -$119K 0.02% 500
2022
Q2 		$3.15M Buy
+29,190
New +$3.08M 0.04% 401

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

New York Life Investment Management's ZM Position: Q4 2023 in Review

New York Life Investment Management sold out of Zoom (ZM) in Q4 2023, closing a stake of 36,475 shares — an estimated $2.55M sold.

New York Life Investment Management first reported a position in ZM in Q2 2022 and held it in 6 quarters. The position peaked at $3.15M in Q2 2022. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • New York Life Investment Management reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
  • New York Life Investment Management sold 36,475 Zoom shares in Q4 2023, an estimated $2.55M.
  • New York Life Investment Management first reported a position in Zoom in Q2 2022 and held it in 6 quarters.
  • New York Life Investment Management's Zoom position peaked at $3.15M in Q2 2022.
  • 698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on New York Life Investment Management's 13F filing for Q4 2023, filed 6 Feb 2024.