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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 – 1504
2024
Q1 		$68K Buy
+1,040
New +$69.3K ﹤0.01% 683
2022
Q4 		– Sell
-8,387
Closed -$617K – 1193
2022
Q3 		$617K Buy
+8,387
New +$799K 0.03% 428
2022
Q2 		– Sell
-10,864
Closed -$1.15M – 1828
2022
Q1 		$1.27M Sell
10,864
-5,065
-32% -$689K 0.04% 359
2021
Q4 		$2.93M Buy
15,929
+13,327
+512% +$3.13M 0.04% 344
2021
Q3 		$680K Buy
2,602
+455
+21% +$153K 0.02% 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 0.16% 130
2020
Q3 		$6.04M Buy
12,852
+985
+8% +$315K 0.15% 117
2020
Q2 		$3.01M Buy
11,867
+9,854
+490% +$1.77M 0.05% 474
2020
Q1 		$294K Sell
2,013
-8,198
-80% -$809K 0.02% 700
2019
Q4 		$695K Buy
+10,211
New +$703K 0.01% 1175

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Paloma Partners's ZM Position: Q2 2024 in Review

Paloma Partners sold out of Zoom (ZM) in Q2 2024, closing a stake of 1,040 shares — an estimated $68K sold.

Paloma Partners first reported a position in ZM in Q4 2019 and held it in 12 quarters. The position peaked at $6.18M in Q4 2020. 657 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Paloma Partners reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Paloma Partners sold 1,040 Zoom shares in Q2 2024, an estimated $68K.
  • Paloma Partners first reported a position in Zoom in Q4 2019 and held it in 12 quarters.
  • Paloma Partners's Zoom position peaked at $6.18M in Q4 2020.
  • 657 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Paloma Partners's 13F filing for Q2 2024, filed 14 Aug 2024.