Yorktown Management & Research Company’s Zoom ZM Stock Holding History

Yorktown Management & Research Company’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 Q1	–	Sell	-4,100	Closed	-$295K	–	245
2023 Q4	$295K	Hold	4,100	–	–	0.31%	175
2023 Q3	$287K	Sell	4,100 -1,890	-32%	-$131K	0.32%	159
2023 Q2	$407K	Buy	+5,990	New	+$401K	0.44%	98
2022 Q3	–	Sell	-1,890	Closed	-$204K	–	231
2022 Q2	$204K	Buy	+1,890	New	+$199K	0.26%	172
2022 Q1	–	Sell	-1,353	Closed	-$249K	–	272
2021 Q4	$249K	Buy	+1,353	New	+$318K	0.17%	219
2021 Q3	–	Sell	-700	Closed	-$271K	–	268
2021 Q2	$271K	Buy	+700	New	+$233K	0.21%	196

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NMO

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Yorktown Management & Research Company's ZM Position: Q1 2024 in Review

Yorktown Management & Research Company sold out of Zoom (ZM) in Q1 2024, closing a stake of 4,100 shares — an estimated $295K sold.

Yorktown Management & Research Company first reported a position in ZM in Q2 2021 and held it in 6 quarters. The position peaked at $407K in Q2 2023. 674 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

Yorktown Management & Research Company reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 4,100 Zoom shares in Q1 2024, an estimated $295K.
Yorktown Management & Research Company first reported a position in Zoom in Q2 2021 and held it in 6 quarters.
Yorktown Management & Research Company's Zoom position peaked at $407K in Q2 2023.
674 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Yorktown Management & Research Company's 13F filing for Q1 2024, filed 26 Apr 2024.