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Sloy Dahl & Holst’s Zoom ZM Stock Holding History

Sloy Dahl & Holst’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
Q1 		– Sell
-3,497
Closed -$251K – 96
2023
Q4 		$251K Sell
3,497
-375
-10% -$24.8K 0.05% 71
2023
Q3 		$271K Buy
3,872
+127
+3% +$8.81K 0.06% 66
2023
Q2 		$254K Buy
3,745
+31
+0.8% +$2.07K 0.05% 64
2023
Q1 		$274K Sell
3,714
-34
-0.9% -$2.45K 0.06% 57
2022
Q4 		$254K Buy
3,748
+214
+6% +$16.3K 0.09% 56
2022
Q3 		$260K Sell
3,534
-22
-0.6% -$2.1K 0.05% 63
2022
Q2 		$384K Sell
3,556
-660
-16% -$69.6K 0.09% 48
2022
Q1 		$494K Sell
4,216
-1,913
-31% -$260K 0.08% 42
2021
Q4 		$1.6M Hold
6,129
– – 0.34% 25
2021
Q3 		$1.6M Sell
6,129
-1,102
-15% -$372K 0.34% 25
2021
Q2 		$2.8M Sell
7,231
-2,500
-26% -$833K 0.38% 22
2021
Q1 		$3.13M Buy
9,731
+5,673
+140% +$2.09M 0.45% 18
2020
Q4 		$1.54M Sell
4,058
-6,733
-62% -$3M 0.74% 16
2020
Q3 		$5.54M Buy
10,791
+4,116
+62% +$1.32M 2.11% 7
2020
Q2 		$1.69M Buy
+6,675
New +$1.2M 0.8% 12

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sloy Dahl & Holst's ZM Position: Q1 2024 in Review

Sloy Dahl & Holst sold out of Zoom (ZM) in Q1 2024, closing a stake of 3,497 shares — an estimated $251K sold.

Sloy Dahl & Holst first reported a position in ZM in Q2 2020 and held it in 15 quarters. The position peaked at $5.54M in Q3 2020. 674 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Sloy Dahl & Holst reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Sloy Dahl & Holst sold 3,497 Zoom shares in Q1 2024, an estimated $251K.
  • Sloy Dahl & Holst first reported a position in Zoom in Q2 2020 and held it in 15 quarters.
  • Sloy Dahl & Holst's Zoom position peaked at $5.54M in Q3 2020.
  • 674 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Sloy Dahl & Holst's 13F filing for Q1 2024, filed 19 Apr 2024.