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.
π AIA Group Ltd underperformed the S&P 500 by β52.3% annually on this ZM position. Timing score: 43% (6/14 decisions correct). Average cost basis: $183.20. Maximum drawdown during holding period: β82.5%.
β Significantly underperformed the S&P 500 by 52.3% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 14 add/trim decisions correct
Best entry: $67.88 (2023 Q2) Β· Worst: $387.03 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 4 trims. Bought during 5 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β 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.
As of 2025 Q4 β sorted by position size