Trivest Advisors’s Zoom ZM Stock Holding History

Trivest 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
2025 Q1	–	Sell	-168,000	Closed	-$13.7M	–	53
2024 Q4	$13.7M	Buy	+168,000	New	+$13.2M	0.62%	35
2023 Q3	–	Sell	-10,000	Closed	-$679K	–	31
2023 Q2	$679K	Buy	+10,000	New	+$669K	0.02%	25
2020 Q3	–	Sell	-290,000	Closed	-$73.5M	–	12
2020 Q2	$73.5M	Sell	290,000 -24,000	-8%	-$4.32M	9.93%	5
2020 Q1	$45.9M	Buy	+314,000	New	+$31M	9.26%	6

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trivest Advisors's ZM Position: Q1 2025 in Review

Trivest Advisors sold out of Zoom (ZM) in Q1 2025, closing a stake of 168,000 shares — an estimated $13.7M sold.

Trivest Advisors first reported a position in ZM in Q1 2020 and held it in 4 quarters. The position peaked at $73.5M in Q2 2020. 712 funds tracked by Wall St. Rank hold ZM as of Q1 2025.

Trivest Advisors reported no remaining Zoom position as of Q1 2025 after selling out during the quarter.
Trivest Advisors sold 168,000 Zoom shares in Q1 2025, an estimated $13.7M.
Trivest Advisors first reported a position in Zoom in Q1 2020 and held it in 4 quarters.
Trivest Advisors's Zoom position peaked at $73.5M in Q2 2020.
712 funds tracked by Wall St. Rank held Zoom as of Q1 2025.

Based on Trivest Advisors's 13F filing for Q1 2025, filed 8 May 2025.