SMH
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Sanders Morris Harris’s Zoom ZM Stock Holding History

Sanders Morris Harris’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
Q4 		– Sell
-2,900
Closed -$202K – 321
2024
Q3 		$202K Buy
+2,900
New +$181K 0.03% 257
2023
Q4 		– Sell
-2,900
Closed -$202K – 262
2023
Q3 		$202K Buy
+2,900
New +$201K 0.04% 232
2022
Q4 		– Sell
-2,900
Closed -$216K – 265
2022
Q3 		$216K Hold
2,900
– – 0.05% 240
2022
Q2 		$322K Hold
2,900
– – 0.07% 197
2022
Q1 		$340K Buy
+2,900
New +$394K 0.07% 212

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Morris Harris's ZM Position: Q4 2024 in Review

Sanders Morris Harris sold out of Zoom (ZM) in Q4 2024, closing a stake of 2,900 shares — an estimated $202K sold.

Sanders Morris Harris first reported a position in ZM in Q1 2022 and held it in 5 quarters. The position peaked at $340K in Q1 2022. 716 funds tracked by Wall St. Rank hold ZM as of Q4 2024.

  • Sanders Morris Harris reported no remaining Zoom position as of Q4 2024 after selling out during the quarter.
  • Sanders Morris Harris sold 2,900 Zoom shares in Q4 2024, an estimated $202K.
  • Sanders Morris Harris first reported a position in Zoom in Q1 2022 and held it in 5 quarters.
  • Sanders Morris Harris's Zoom position peaked at $340K in Q1 2022.
  • 716 funds tracked by Wall St. Rank held Zoom as of Q4 2024.

Based on Sanders Morris Harris's 13F filing for Q4 2024, filed 15 Jan 2025.