Spark Investment Management’s Zoom ZM Stock Holding History

Spark Investment 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
2022 Q4	–	Sell	-6,800	Closed	-$500K	–	22
2022 Q3	$500K	Hold	6,800	–	–	0.96%	17
2022 Q2	$734K	Hold	6,800	–	–	1.07%	17
2022 Q1	$797K	Hold	6,800	–	–	0.77%	18
2021 Q4	$1.25M	Sell	6,800 -1,000	-13%	-$235K	0.9%	19
2021 Q3	$2.04M	Sell	7,800 -3,400	-30%	-$1.15M	1.18%	18
2021 Q2	$4.33M	Hold	11,200	–	–	2.38%	15
2021 Q1	$3.6M	Buy	11,200 +8,200	+273%	+$3.02M	2.41%	12
2020 Q4	$1.01M	Buy	+3,000	New	+$1.34M	0.83%	21
2020 Q1	–	Sell	-17,700	Closed	-$1.2M	–	548
2019 Q4	$1.2M	Sell	17,700 -16,400	-48%	-$1.13M	0.14%	198
2019 Q3	$2.6M	Buy	34,100 +20,700	+154%	+$1.86M	0.33%	97
2019 Q2	$1.19M	Buy	+13,400	New	+$1.1M	0.08%	278

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

NAMA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spark Investment Management's ZM Position: Q4 2022 in Review

Spark Investment Management sold out of Zoom (ZM) in Q4 2022, closing a stake of 6,800 shares — an estimated $500K sold.

Spark Investment Management first reported a position in ZM in Q2 2019 and held it in 11 quarters. The position peaked at $4.33M in Q2 2021. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

Spark Investment Management reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
Spark Investment Management sold 6,800 Zoom shares in Q4 2022, an estimated $500K.
Spark Investment Management first reported a position in Zoom in Q2 2019 and held it in 11 quarters.
Spark Investment Management's Zoom position peaked at $4.33M in Q2 2021.
651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Spark Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.