Syntax Research’s Zoom ZM Stock Holding History

Syntax Research’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 Q3	–	Sell	-119	Closed	-$7.04K	–	199
2024 Q2	$7.04K	Hold	119	–	–	0.01%	146
2024 Q1	$7.78K	Buy	119 +50	+72%	+$3.33K	0.01%	142
2023 Q4	$4.96K	Buy	+69	New	+$4.56K	﹤0.01%	162

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Syntax Research's ZM Position: Q3 2024 in Review

Syntax Research sold out of Zoom (ZM) in Q3 2024, closing a stake of 119 shares — an estimated $7.04K sold.

Syntax Research first reported a position in ZM in Q4 2023 and held it in 3 quarters. The position peaked at $7.78K in Q1 2024. 667 funds tracked by Wall St. Rank hold ZM as of Q3 2024.

Syntax Research reported no remaining Zoom position as of Q3 2024 after selling out during the quarter.
Syntax Research sold 119 Zoom shares in Q3 2024, an estimated $7.04K.
Syntax Research first reported a position in Zoom in Q4 2023 and held it in 3 quarters.
Syntax Research's Zoom position peaked at $7.78K in Q1 2024.
667 funds tracked by Wall St. Rank held Zoom as of Q3 2024.

Based on Syntax Research's 13F filing for Q3 2024, filed 18 Dec 2024.