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Sicart Associates’s Zoom ZM Stock Holding History

Sicart Associates’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
2025
Q1 		– Sell
-53,704
Closed -$4.38M – 71
2024
Q4 		$4.38M Sell
53,704
-5,377
-9% -$423K 1.57% 26
2024
Q3 		$4.12M Hold
59,081
– – 1.45% 28
2024
Q2 		$3.5M Sell
59,081
-2,210
-4% -$136K 1.34% 30
2024
Q1 		$4.01M Sell
61,291
-1,625
-3% -$108K 1.47% 24
2023
Q4 		$4.52M Buy
62,916
+15,229
+32% +$1.01M 1.73% 23
2023
Q3 		$3.34M Buy
47,687
+1,115
+2% +$77.4K 1.31% 31
2023
Q2 		$3.16M Buy
46,572
+969
+2% +$64.8K 1.23% 32
2023
Q1 		$3.37M Sell
45,603
-2,141
-4% -$154K 1.31% 30
2022
Q4 		$3.23M Sell
47,744
-21,825
-31% -$1.66M 1.14% 30
2022
Q3 		$5.12M Sell
69,569
-9,390
-12% -$894K 1.82% 24
2022
Q2 		$8.53M Buy
78,959
+45,751
+138% +$4.82M 2.65% 14
2022
Q1 		$3.89M Buy
+33,208
New +$4.52M 1.01% 33

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sicart Associates's ZM Position: Q1 2025 in Review

Sicart Associates sold out of Zoom (ZM) in Q1 2025, closing a stake of 53,704 shares — an estimated $4.38M sold.

Sicart Associates first reported a position in ZM in Q1 2022 and held it in 12 quarters. The position peaked at $8.53M in Q2 2022. 712 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • Sicart Associates reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • Sicart Associates sold 53,704 Zoom shares in Q1 2025, an estimated $4.38M.
  • Sicart Associates first reported a position in Zoom in Q1 2022 and held it in 12 quarters.
  • Sicart Associates's Zoom position peaked at $8.53M in Q2 2022.
  • 712 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Sicart Associates's 13F filing for Q1 2025, filed 25 Apr 2025.