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Osterweis Capital Management’s Zoom ZM Stock Holding History

Osterweis 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
2023
Q2 		– Sell
-45
Closed -$3.32K – 219
2023
Q1 		$3.32K Hold
45
– – ﹤0.01% 204
2022
Q4 		$3.05K Hold
45
– – ﹤0.01% 227
2022
Q3 		$3K Buy
+45
New +$4.28K ﹤0.01% 226

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 $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $2.3T AUM 54.33% 1-Year Est. Return

Osterweis Capital Management's ZM Position: Q2 2023 in Review

Osterweis Capital Management sold out of Zoom (ZM) in Q2 2023, closing a stake of 45 shares — an estimated $3.32K sold.

Osterweis Capital Management first reported a position in ZM in Q3 2022 and held it in 3 quarters. The position peaked at $3.32K in Q1 2023. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

  • Osterweis Capital Management reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
  • Osterweis Capital Management sold 45 Zoom shares in Q2 2023, an estimated $3.32K.
  • Osterweis Capital Management first reported a position in Zoom in Q3 2022 and held it in 3 quarters.
  • Osterweis Capital Management's Zoom position peaked at $3.32K in Q1 2023.
  • 652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Osterweis Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.