Psagot Value Holdings’s Zoom ZM Stock Holding History

Psagot Value Holdings’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
2022 Q3	–	Sell	-100	Closed	-$11K	–	404
2022 Q2	$11K	Buy	+100	New	+$10.5K	﹤0.01%	267
2021 Q2	–	Sell	-1,350	Closed	-$434K	–	509
2021 Q1	$434K	Buy	1,350 +844	+167%	+$311K	0.01%	234
2020 Q4	$171K	Buy	+506	New	+$226K	﹤0.01%	259
2020 Q2	–	Sell	-692	Closed	-$101K	–	408
2020 Q1	$101K	Buy	+692	New	+$68.3K	﹤0.01%	267

Other funds holding ZM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Psagot Value Holdings's ZM Position: Q3 2022 in Review

Psagot Value Holdings sold out of Zoom (ZM) in Q3 2022, closing a stake of 100 shares — an estimated $11K sold.

Psagot Value Holdings first reported a position in ZM in Q1 2020 and held it in 4 quarters. The position peaked at $434K in Q1 2021. 663 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

Psagot Value Holdings reported no remaining Zoom position as of Q3 2022 after selling out during the quarter.
Psagot Value Holdings sold 100 Zoom shares in Q3 2022, an estimated $11K.
Psagot Value Holdings first reported a position in Zoom in Q1 2020 and held it in 4 quarters.
Psagot Value Holdings's Zoom position peaked at $434K in Q1 2021.
663 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Psagot Value Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.