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
2023 Q4	–	Sell	-25,000	Closed	-$1.75M	–	966
2023 Q3	$1.75M	Buy	+25,000	New	+$1.74M	0.06%	263
2022 Q4	–	Sell	-16,900	Closed	-$1.24M	–	1194
2022 Q3	$1.24M	Buy	+16,900	New	+$1.61M	0.06%	269

Other funds holding ZM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

NMO

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

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 $35.6B AUM 18.19% 1-Year Est. Return

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

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.