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SP Asset Management’s Zoom ZM Stock Holding History

SP Asset Management’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
-3,000
Closed -$245K – 131
2024
Q4 		$245K Hold
3,000
– – 0.02% 121
2024
Q3 		$209K Buy
+3,000
New +$188K 0.02% 126
2024
Q2 		– Sell
-4,450
Closed -$291K – 134
2024
Q1 		$291K Hold
4,450
– – 0.03% 101
2023
Q4 		$320K Hold
4,450
– – 0.03% 99
2023
Q3 		$311K Buy
4,450
+400
+10% +$27.8K 0.04% 96
2023
Q2 		$275K Hold
4,050
– – 0.03% 100
2023
Q1 		$299K Hold
4,050
– – 0.04% 96
2022
Q4 		$274K Buy
4,050
+100
+3% +$7.6K 0.04% 98
2022
Q3 		$291K Buy
3,950
+1,700
+76% +$162K 0.04% 98
2022
Q2 		$243K Buy
+2,250
New +$237K 0.03% 104

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SP Asset Management's ZM Position: Q1 2025 in Review

SP Asset Management sold out of Zoom (ZM) in Q1 2025, closing a stake of 3,000 shares — an estimated $245K sold.

SP Asset Management first reported a position in ZM in Q2 2022 and held it in 10 quarters. The position peaked at $320K in Q4 2023. 713 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

  • SP Asset Management reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
  • SP Asset Management sold 3,000 Zoom shares in Q1 2025, an estimated $245K.
  • SP Asset Management first reported a position in Zoom in Q2 2022 and held it in 10 quarters.
  • SP Asset Management's Zoom position peaked at $320K in Q4 2023.
  • 713 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on SP Asset Management's 13F filing for Q1 2025, filed 8 May 2025.