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Schubert & Co’s Zoom ZM Stock Holding History

Schubert & Co’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
Q2 		– Sell
-15
Closed -$1.11K – 1569
2023
Q1 		$1.11K Buy
15
+2
+15% +$144 ﹤0.01% 1155
2022
Q4 		$881 Buy
13
+9
+225% +$684 ﹤0.01% 1223
2022
Q3 		$0 Sell
4
-6
-60% -$571 ﹤0.01% 1617
2022
Q2 		$1K Buy
10
+7
+233% +$738 ﹤0.01% 1372
2022
Q1 		$0 Buy
3
+1
+50% +$136 ﹤0.01% 1378
2021
Q4 		$0 Buy
+2
New +$470 ﹤0.01% 1325

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schubert & Co's ZM Position: Q2 2023 in Review

Schubert & Co sold out of Zoom (ZM) in Q2 2023, closing a stake of 15 shares — an estimated $1.11K sold.

Schubert & Co first reported a position in ZM in Q4 2021 and held it in 6 quarters. The position peaked at $1.11K in Q1 2023. 652 funds tracked by Wall St. Rank hold ZM as of Q2 2023.

  • Schubert & Co reported no remaining Zoom position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 15 Zoom shares in Q2 2023, an estimated $1.11K.
  • Schubert & Co first reported a position in Zoom in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Zoom position peaked at $1.11K in Q1 2023.
  • 652 funds tracked by Wall St. Rank held Zoom as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.