S
ZM icon

Surevest’s Zoom ZM Stock Holding History

Surevest’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
Q3 		$864K Buy
11,744
+1,960
+20% +$187K 0.24% 92
2022
Q2 		$1.06M Buy
9,784
+1,049
+12% +$111K 0.28% 86
2022
Q1 		$1.02M Buy
8,735
+1,669
+24% +$227K 0.25% 92
2021
Q4 		$1.3M Sell
7,066
-8,310
-54% -$1.95M 0.31% 73
2021
Q3 		$4.02M Buy
15,376
+1,344
+10% +$453K 1.02% 55
2021
Q2 		$5.43M Buy
14,032
+3,294
+31% +$1.1M 1.42% 17
2021
Q1 		$3.45M Sell
10,738
-340
-3% -$125K 1.04% 58
2020
Q4 		$3.74M Buy
+11,078
New +$4.94M 1.25% 46

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Surevest's ZM Position: Q3 2022 in Review

Surevest increased its Zoom (ZM) stake by 20% in Q3 2022, buying an estimated $187K and bringing the position to 11,744 shares worth $864K. The position accounts for 0.24% of the portfolio, ranked #92.

Surevest first reported a position in ZM in Q4 2020 and has held it in 8 quarters since. The position peaked at $5.43M in Q2 2021. 662 funds tracked by Wall St. Rank hold ZM as of Q3 2022.

  • Surevest held 11,744 shares of Zoom worth $864K as of Q3 2022.
  • Surevest bought 1,960 Zoom shares in Q3 2022, an estimated $187K.
  • Zoom made up 0.24% of Surevest's portfolio in Q3 2022, its #92 holding.
  • Surevest first reported a position in Zoom in Q4 2020 and has held it in 8 quarters since.
  • Surevest's Zoom position peaked at $5.43M in Q2 2021.
  • 662 funds tracked by Wall St. Rank held Zoom as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.