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Bartlett & Co’s Zoom ZM Stock Holding History

Bartlett & Co’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
2023
Q4 		$8K Hold
110
– – ﹤0.01% 1037
2023
Q3 		$8K Hold
110
– – ﹤0.01% 958
2023
Q2 		$7K Buy
110
+35
+47% +$2.34K ﹤0.01% 962
2023
Q1 		$6K Hold
75
– – ﹤0.01% 880
2022
Q4 		$5K Hold
75
– – ﹤0.01% 934
2022
Q3 		$6K Hold
75
– – ﹤0.01% 902
2022
Q2 		$8K Sell
75
-36
-32% -$3.8K ﹤0.01% 925
2022
Q1 		$13K Buy
+111
New +$15.1K ﹤0.01% 798
2021
Q4 		– Sell
-36
Closed -$9K – 910
2021
Q3 		$9K Hold
36
– – ﹤0.01% 718
2021
Q2 		$14K Hold
36
– – ﹤0.01% 662
2021
Q1 		$12K Hold
36
– – ﹤0.01% 713
2020
Q4 		$12K Hold
36
– – ﹤0.01% 716
2020
Q3 		$17K Hold
36
– – ﹤0.01% 631
2020
Q2 		$9K Buy
+36
New +$6.48K ﹤0.01% 691

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bartlett & Co's ZM Position: Q4 2023 in Review

Bartlett & Co held its Zoom (ZM) position steady in Q4 2023 at 110 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Bartlett & Co first reported a position in ZM in Q2 2020 and has held it in 14 quarters since. The position peaked at $17K in Q3 2020. 697 funds tracked by Wall St. Rank hold ZM as of Q4 2023.

  • Bartlett & Co held 110 shares of Zoom worth $8K as of Q4 2023.
  • Bartlett & Co left its Zoom share count unchanged in Q4 2023.
  • Zoom made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1037 holding.
  • Bartlett & Co first reported a position in Zoom in Q2 2020 and has held it in 14 quarters since.
  • Bartlett & Co's Zoom position peaked at $17K in Q3 2020.
  • 697 funds tracked by Wall St. Rank held Zoom as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.