SEC 13F Intelligence

Lifepro Asset Management / ZM

Lifepro Asset Management’s Zoom Communications Inc Position

Does Lifepro Asset Management own Zoom Communications Inc (ZM)? Not currently — the last reported position was 31.8K shares worth $2M in Q3 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$2M
Q3 2023
Shares
31.8K
% of Portfolio
+1.83%
Quarters Held
5
position exited

Position History ZM

Reported value by quarter
Q4 ’20: $16MQ4 ’20Q1 ’21: $17MQ1 ’21Q4 ’21: $12MQ4 ’21Q2 ’22: $5MQ2 ’22Q3 ’23: $2MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202331.8K$2M+1.83%
Q2 202246.5K$5M+2.60%
Q4 202166.0K$12M+3.59%
Q1 202152.6K$17M+5.34%
Q4 202047.0K$16M+4.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifepro Asset Management’s full portfolio or all institutional holders of ZM.