ZM β€” ZOOM VIDEO COMMUNICATIONS IN

Ownership history in AIA Group Ltd  Β·  15 quarters on record

This page tracks every 13F SEC filing in which AIA Group Ltd reported a position in ZOOM VIDEO COMMUNICATIONS IN (ZM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.73% (2021 Q1)
πŸ“Š Avg. % of fund
0.16%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
15

Position Intelligence

AIA Group Ltd Γ— ZM AI Analytics

πŸ“‰ AIA Group Ltd underperformed the S&P 500 by –52.3% annually on this ZM position. Timing score: 43% (6/14 decisions correct). Average cost basis: $183.20. Maximum drawdown during holding period: –82.5%.

πŸ“ˆ Position Alpha vs SPY
-52.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 52.3% ann.
14 quarters analyzed

⏱️ Timing Score
43%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
6 of 14 add/trim decisions correct

πŸ’° Entry Quality
$183.20
-55.0% vs current ($82.50)

Best entry: $67.88 (2023 Q2)  Β·  Worst: $387.03 (2021 Q2)

πŸ›‘οΈ Drawdown Resilience
–82.5%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
73%
buy-side decisions

11 adds Β· 4 trims. Bought during 5 of 8 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ZM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 14,490 +9,131 +170.4% 0.02% $1.2M $82.50
2025 Q2 ADDED 5,359 +2,280 +74.1% 0.01% $418K $77.98
2025 Q1 REDUCED 3,079 -14,689 -82.7% 0.01% $227K $73.77
2023 Q3 ADDED 17,768 +3,274 +22.6% 0.06% $1.2M $69.94
2023 Q2 ADDED 14,494 +4,496 +45.0% 0.05% $984K $67.88
2023 Q1 ADDED 9,998 +5,438 +119.3% 0.04% $738K $73.84
2022 Q4 REDUCED 4,560 -2,661 -36.9% 0.02% $309K $67.74
2022 Q3 ADDED 7,221 +69 +1.0% 0.03% $531K $73.59
2022 Q2 REDUCED 7,152 -1,460 -17.0% 0.04% $772K $107.97
2022 Q1 REDUCED 8,612 -12,279 -58.8% 0.04% $1.0M $117.23
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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