Paloma Partners’s Zoom ZM Stock Holding History

Paloma Partners’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
2024 Q2	–	Sell	-1,040	Closed	-$68K	–	1534
2024 Q1	$68K	Buy	+1,040	New	+$69.3K	0.01%	683
2023 Q4	–	Hold	0	–	–	–	1035
2023 Q3	–	Hold	0	–	–	–	1069
2022 Q4	–	Sell	-8,387	Closed	-$617K	–	1304
2022 Q3	$617K	Buy	+8,387	New	+$799K	0.12%	428
2022 Q2	–	Sell	-10,864	Closed	-$1.15M	–	1882
2022 Q1	$1.27M	Sell	10,864 -5,065	-32%	-$689K	0.1%	359
2021 Q4	$2.93M	Buy	15,929 +13,327	+512%	+$3.13M	0.09%	344
2021 Q3	$680K	Buy	2,602 +455	+21%	+$153K	0.03%	452
2021 Q2	$831K	Sell	2,147 -376	-15%	-$125K	0.02%	736
2021 Q1	$810K	Sell	2,523 -15,792	-86%	-$5.81M	0.02%	811
2020 Q4	$6.18M	Buy	18,315 +5,463	+43%	+$2.44M	0.25%	130
2020 Q3	$6.04M	Buy	12,852 +985	+8%	+$315K	0.22%	117
2020 Q2	$3.01M	Buy	11,867 +9,854	+490%	+$1.77M	0.06%	474
2020 Q1	$294K	Sell	2,013 -8,198	-80%	-$809K	0.03%	700
2019 Q4	$695K	Buy	+10,211	New	+$703K	0.02%	1175

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return