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Bristlecone Advisors’s Zoom ZM Stock Holding History

Bristlecone Advisors’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
Q4 		– Sell
-4,992
Closed -$348K – 375
2024
Q3 		$348K Sell
4,992
-2,883
-37% -$180K 0.03% 221
2024
Q2 		$466K Buy
7,875
+25
+0.3% +$1.54K 0.04% 190
2024
Q1 		$513K Buy
7,850
+362
+5% +$24.1K 0.05% 184
2023
Q4 		$538K Sell
7,488
-115
-2% -$7.61K 0.05% 175
2023
Q3 		$532K Sell
7,603
-1
-0% -$69 0.06% 163
2023
Q2 		$516K Hold
7,604
– – 0.05% 174
2023
Q1 		$561K Sell
7,604
-431
-5% -$31.1K 0.06% 162
2022
Q4 		$544K Buy
8,035
+1,029
+15% +$78.2K 0.07% 163
2022
Q3 		$516K Buy
7,006
+66
+1% +$6.28K 0.07% 161
2022
Q2 		$749K Buy
6,940
+3,567
+106% +$376K 0.09% 136
2022
Q1 		$395K Buy
3,373
+1,809
+116% +$246K 0.05% 179
2021
Q4 		$288K Sell
1,564
-1,540
-50% -$362K 0.03% 195
2021
Q3 		$812K Sell
3,104
-87
-3% -$29.3K 0.11% 132
2021
Q2 		$1.24M Buy
3,191
+229
+8% +$76.3K 0.17% 112
2021
Q1 		$952K Buy
2,962
+55
+2% +$20.2K 0.14% 120
2020
Q4 		$981K Buy
2,907
+469
+19% +$209K 0.16% 118
2020
Q3 		$1.15M Buy
2,438
+1,314
+117% +$420K 0.21% 97
2020
Q2 		$285K Sell
1,124
-576
-34% -$104K 0.06% 147
2020
Q1 		$248K Buy
+1,700
New +$168K 0.06% 139

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return