SGCIA
ZM icon

Smith Graham & Co Investment Advisors’s Zoom ZM Stock Holding History

Smith Graham & Co Investment Advisors’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
Q4 		$5.48M Buy
76,204
+17,359
+29% +$1.15M 0.63% 70
2023
Q3 		$4.12M Sell
58,845
-508
-0.9% -$35.3K 0.51% 100
2023
Q2 		$4.03M Buy
59,353
+5,739
+11% +$384K 0.49% 100
2023
Q1 		$3.96M Buy
+53,614
New +$3.86M 0.48% 100

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Smith Graham & Co Investment Advisors's ZM Position: Q4 2023 in Review

Smith Graham & Co Investment Advisors increased its Zoom (ZM) stake by 29% in Q4 2023, buying an estimated $1.15M and bringing the position to 76,204 shares worth $5.48M. The position accounts for 0.63% of the portfolio, ranked #70.

Smith Graham & Co Investment Advisors first reported a position in ZM in Q1 2023 and has held it in 4 quarters since. 697 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • Smith Graham & Co Investment Advisors held 76,204 shares of Zoom worth $5.48M as of Q4 2023.
  • Smith Graham & Co Investment Advisors bought 17,359 Zoom shares in Q4 2023, an estimated $1.15M.
  • Zoom made up 0.63% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #70 holding.
  • Smith Graham & Co Investment Advisors first reported a position in Zoom in Q1 2023 and has held it in 4 quarters since.
  • 697 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.