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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
-45,835
Closed -$3M – 1503
2024
Q1 		$3M Buy
+45,835
New +$3.06M 0.16% 154
2023
Q4 		– Sell
-25,000
Closed -$1.75M – 965
2023
Q3 		$1.75M Buy
+25,000
New +$1.74M 0.06% 262
2022
Q4 		– Sell
-14,500
Closed -$1.07M – 1192
2022
Q3 		$1.07M Sell
14,500
-3,300
-19% -$314K 0.05% 311
2022
Q2 		$1.92M Sell
17,800
-53,100
-75% -$5.6M 0.07% 276
2022
Q1 		$8.31M Buy
70,900
+32,300
+84% +$4.39M 0.24% 50
2021
Q4 		$7.1M Buy
+38,600
New +$9.08M 0.11% 156
2021
Q3 		– Sell
-28,100
Closed -$10.9M – 1987
2021
Q2 		$10.9M Buy
+28,100
New +$9.36M 0.2% 92
2020
Q3 		– Sell
-15,000
Closed -$3.8M – 2534
2020
Q2 		$3.8M Buy
+15,000
New +$2.7M 0.07% 394

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B 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 $35.4B AUM 33.54% 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.