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O'Dell Group’s Zoom ZM Stock Holding History

O'Dell Group’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
2025
Q1 		– Sell
-3,339
Closed -$272K – 108
2024
Q4 		$272K Sell
3,339
-42
-1% -$3.3K 0.06% 78
2024
Q3 		$236K Buy
+3,381
New +$211K 0.05% 83
2024
Q1 		– Sell
-47
Closed -$3.38K – 498
2023
Q4 		$3.38K Buy
+47
New +$3.11K ﹤0.01% 420
2023
Q3 		– Sell
-47
Closed -$3.19K – 506
2023
Q2 		$3.19K Buy
+47
New +$3.14K ﹤0.01% 416
2022
Q4 		– Sell
-47
Closed -$3K – 421
2022
Q3 		$3K Hold
47
– – ﹤0.01% 368
2022
Q2 		$5K Hold
47
– – ﹤0.01% 349
2022
Q1 		$6K Hold
47
– – ﹤0.01% 374
2021
Q4 		$9K Sell
47
-18
-28% -$4.23K ﹤0.01% 322
2021
Q3 		$17K Buy
+65
New +$21.9K 0.01% 250

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Dell Group's ZM Position: Q1 2025 in Review

O'Dell Group sold out of Zoom (ZM) in Q1 2025, closing a stake of 3,339 shares — an estimated $272K sold.

O'Dell Group first reported a position in ZM in Q3 2021 and held it in 9 quarters. The position peaked at $272K in Q4 2024. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • O'Dell Group reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • O'Dell Group sold 3,339 Zoom shares in Q1 2025, an estimated $272K.
  • O'Dell Group first reported a position in Zoom in Q3 2021 and held it in 9 quarters.
  • O'Dell Group's Zoom position peaked at $272K in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.