Sierra Capital’s Zoom ZM Stock Holding History

Sierra Capital’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 Q1	–	Sell	-18	Closed	-$1K	–	566
2022 Q4	$1K	Hold	18	–	–	﹤0.01%	626
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	644
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	624
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	710
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	631
2021 Q3	$5K	Hold	18	–	–	﹤0.01%	419
2021 Q2	$7K	Hold	18	–	–	﹤0.01%	401
2021 Q1	$6K	Buy	+18	New	+$6.63K	﹤0.01%	375

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

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

NAMA

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Sierra Capital's ZM Position: Q1 2023 in Review

Sierra Capital sold out of Zoom (ZM) in Q1 2023, closing a stake of 18 shares — an estimated $1K sold.

Sierra Capital first reported a position in ZM in Q1 2021 and held it in 8 quarters. The position peaked at $7K in Q2 2021. 658 funds tracked by Wall St. Rank hold ZM as of Q1 2023.

Sierra Capital reported no remaining Zoom position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 18 Zoom shares in Q1 2023, an estimated $1K.
Sierra Capital first reported a position in Zoom in Q1 2021 and held it in 8 quarters.
Sierra Capital's Zoom position peaked at $7K in Q2 2021.
658 funds tracked by Wall St. Rank held Zoom as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.