River Global Investors’s Zoom ZM Stock Holding History

River Global Investors’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	-4,440	Closed	-$311K	–	229
2023 Q3	$311K	Sell	4,440 -6,909	-61%	-$480K	0.07%	194
2023 Q2	$770K	Buy	11,349 +3,810	+51%	+$255K	0.15%	159
2023 Q1	$557K	Buy	7,539 +1,120	+17%	+$80.7K	0.11%	169
2022 Q4	$435K	Buy	+6,419	New	+$488K	0.09%	171

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

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

NAMA

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

River Global Investors's ZM Position: Q4 2023 in Review

River Global Investors sold out of Zoom (ZM) in Q4 2023, closing a stake of 4,440 shares — an estimated $311K sold.

River Global Investors first reported a position in ZM in Q4 2022 and held it in 4 quarters. The position peaked at $770K in Q2 2023. 698 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

River Global Investors reported no remaining Zoom position as of Q4 2023 after selling out during the quarter.
River Global Investors sold 4,440 Zoom shares in Q4 2023, an estimated $311K.
River Global Investors first reported a position in Zoom in Q4 2022 and held it in 4 quarters.
River Global Investors's Zoom position peaked at $770K in Q2 2023.
698 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on River Global Investors's 13F filing for Q4 2023, filed 6 Feb 2024.