NinePointTwo Capital’s Zoom ZM Stock Holding History

NinePointTwo Capital’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	$274K	Hold	3,811	–	–	0.11%	150
2023 Q3	$266K	Buy	+3,811	New	+$265K	0.11%	78

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 $154B AUM 29.96% 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

NinePointTwo Capital's ZM Position: Q4 2023 in Review

NinePointTwo Capital held its Zoom (ZM) position steady in Q4 2023 at 3,811 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #150.

NinePointTwo Capital first reported a position in ZM in Q3 2023 and has held it in 2 quarters since. 697 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

NinePointTwo Capital held 3,811 shares of Zoom worth $274K as of Q4 2023.
NinePointTwo Capital left its Zoom share count unchanged in Q4 2023.
Zoom made up 0.11% of NinePointTwo Capital's portfolio in Q4 2023, its #150 holding.
NinePointTwo Capital first reported a position in Zoom in Q3 2023 and has held it in 2 quarters since.
697 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on NinePointTwo Capital's 13F filing for Q4 2023, filed 14 Feb 2024.