Petrus Trust Company’s Zoom ZM Stock Holding History

Petrus Trust Company’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	-4,123	Closed	-$270K	–	783
2024 Q1	$270K	Buy	4,123 +354	+9%	+$23.6K	0.02%	481
2023 Q4	$271K	Buy	+3,769	New	+$249K	0.03%	480

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

Petrus Trust Company's ZM Position: Q2 2024 in Review

Petrus Trust Company sold out of Zoom (ZM) in Q2 2024, closing a stake of 4,123 shares — an estimated $270K sold.

Petrus Trust Company first reported a position in ZM in Q4 2023 and held it in 2 quarters. The position peaked at $271K in Q4 2023. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

Petrus Trust Company reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
Petrus Trust Company sold 4,123 Zoom shares in Q2 2024, an estimated $270K.
Petrus Trust Company first reported a position in Zoom in Q4 2023 and held it in 2 quarters.
Petrus Trust Company's Zoom position peaked at $271K in Q4 2023.
656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Petrus Trust Company's 13F filing for Q2 2024, filed 14 Aug 2024.